ARKK vs SDY

ARK Innovation ETF vs SPDR S&P Dividend ETF

Quick take
  • SDY has the lower expense ratio at 0.35% vs 0.75% for ARKK.
  • SDY pays a higher dividend yield (2.46%).

Side-by-side metrics

MetricARKKSDY
Expense ratio
Annual fee. Lower is better.
0.75%0.35%
Dividend yield
Trailing 12-month yield.
0.00%2.46%
AUM
Assets under management — bigger funds are typically more liquid.
$6.48B$21.98B
YTD return
3.46%7.81%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
2.360.65
P/E ratio
46.6920.26
Last price
$77.93$148.41
Inception
Issuer
ARKState Street

ARKK top holdings

Top holdings · ARKK
TSLATesla Inc9.73%
TEMTempus AI Inc Class A common stock5.35%
AMDAdvanced Micro Devices Inc5.18%
CRSPCRISPR Therapeutics AG4.98%
SHOPShopify Inc Registered Shs -A- Subord Vtg4.37%
ROKURoku Inc Class A4.33%
HOODRobinhood Markets Inc Class A4.30%
COINCoinbase Global Inc Ordinary Shares - Class A4.23%
CRCLCircle Internet Group Inc Ordinary Shares - Class A3.84%
PLTRPalantir Technologies Inc Ordinary Shares - Class A3.13%
Sector breakdown · ARKK
Consumer Cyclical13.7%
Technology26.4%
Communication Services10.9%
Financial Services15.4%
Industrials6.3%
Healthcare27.5%

SDY top holdings

Top holdings · SDY
VZVerizon Communications Inc3.44%
ORealty Income Corp2.48%
TGTTarget Corp2.37%
CVXChevron Corp2.16%
TXNTexas Instruments Inc1.96%
PEPPepsiCo Inc1.77%
XOMExxon Mobil Corp1.64%
WECWEC Energy Group Inc1.61%
KVUEKenvue Inc1.55%
KMBKimberly-Clark Corp1.53%
Sector breakdown · SDY
Real Estate4.6%
Consumer Cyclical5.1%
Basic Materials6.4%
Consumer Defensive17.1%
Technology8.7%
Communication Services3.5%
Financial Services11.5%
Utilities14.8%
Industrials17.5%
Energy4.6%
Healthcare6.2%

About ARKK

ARKK (ARK Innovation ETF) is Active disruptive-innovation strategy. Managed by ARK, the fund carries $6.5B in assets under management, an expense ratio of 0.75%. Its largest holding is Tesla Inc (TSLA), which represents 9.7% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 13.7%.

About SDY

SDY (SPDR S&P Dividend ETF) is Highest-yielding S&P Composite 1500 dividend growers. Managed by State Street, the fund carries $22.0B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.46%. Its largest holding is Verizon Communications Inc (VZ), which represents 3.4% of the portfolio. Real Estate is the fund's largest sector exposure at 4.6%.