ARKW vs XLU

ARK Next Generation Internet ETF vs Utilities Select Sector SPDR

Quick take
  • XLU has the lower expense ratio at 0.08% vs 0.76% for ARKW.
  • XLU pays a higher dividend yield (2.64%).

Side-by-side metrics

MetricARKWXLU
Expense ratio
Annual fee. Lower is better.
0.76%0.08%
Dividend yield
Trailing 12-month yield.
1.62%2.64%
AUM
Assets under management — bigger funds are typically more liquid.
$1.67B$23.11B
YTD return
-1.26%7.67%
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.
2.340.49
P/E ratio
47.4220.84
Last price
$149.54$45.13
Inception
Issuer
ARKState Street

ARKW top holdings

Top holdings · ARKW
AMDAdvanced Micro Devices Inc8.70%
TSLATesla Inc8.30%
HOODRobinhood Markets Inc Class A5.84%
SHOPShopify Inc Registered Shs -A- Subord Vtg4.44%
GOOGAlphabet Inc Class C3.79%
AMZNAmazon.com Inc3.71%
CRWVCoreWeave Inc Ordinary Shares - Class A3.34%
RBLXRoblox Corp Ordinary Shares - Class A3.31%
CRCLCircle Internet Group Inc Ordinary Shares - Class A3.28%
Sector breakdown · ARKW
Consumer Cyclical16.8%
Technology49.7%
Communication Services15.3%
Financial Services14.7%
Industrials3.5%

XLU top holdings

Top holdings · XLU
NEENextEra Energy Inc12.86%
SOSouthern Co7.58%
DUKDuke Energy Corp6.93%
CEGConstellation Energy Corp5.58%
AEPAmerican Electric Power Co Inc5.23%
SRESempra4.26%
DDominion Energy Inc4.22%
ETREntergy Corp3.70%
VSTVistra Corp3.53%
XELXcel Energy Inc3.52%
Sector breakdown · XLU
Utilities100.0%

About ARKW

ARKW (ARK Next Generation Internet ETF) is Active strategy targeting next-gen internet companies. Managed by ARK, the fund carries $1.7B in assets under management, an expense ratio of 0.76%, a dividend yield of 1.62%. Its largest holding is Advanced Micro Devices Inc (AMD), which represents 8.7% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 16.8%.

About XLU

XLU (Utilities Select Sector SPDR) is S&P 500 utilities sector. Managed by State Street, the fund carries $23.1B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.64%. Its largest holding is NextEra Energy Inc (NEE), which represents 12.9% of the portfolio. Utilities is the fund's largest sector exposure at 100.0%.