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Upturn AI SWOT - About
ARK Innovation ETF (ARKK)
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Upturn Advisory Summary
09/11/2025: ARKK (5-star) is a STRONG-BUY. BUY since 84 days. Simulated Profits (36.39%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 48.51% | Avg. Invested days 44 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.9 | 52 Weeks Range 36.85 - 71.29 | Updated Date 06/29/2025 |
52 Weeks Range 36.85 - 71.29 | Updated Date 06/29/2025 |
Upturn AI SWOT
ARK Innovation ETF
ETF Overview
Overview
ARK Innovation ETF (ARKK) is an actively managed ETF focusing on companies involved in disruptive innovation across sectors such as genomics, automation, robotics, energy storage, artificial intelligence, and fintech.
Reputation and Reliability
ARK Investment Management is known for its focus on disruptive innovation and high-growth companies, though its performance can be volatile.
Management Expertise
Cathie Wood leads the management team, bringing extensive experience in investment research and portfolio management, specializing in identifying and investing in innovative technologies.
Investment Objective
Goal
Seeks long-term growth of capital by investing in companies that are relevant to the theme of disruptive innovation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on identifying companies poised to benefit from new technological developments, products, and services.
Composition Primarily invests in equity securities of U.S. and foreign companies in sectors related to disruptive innovation.
Market Position
Market Share: ARKK's market share within the innovation-focused ETF space fluctuates significantly based on performance and investor sentiment.
Total Net Assets (AUM): 7220000000
Competitors
Key Competitors
- XT Innovation ETF (XT)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- ROBO Global Robotics and Automation Index ETF (ROBO)
Competitive Landscape
The competitive landscape includes various ETFs focusing on specific innovation sectors like robotics, AI, or clean energy. ARKK distinguishes itself with a broader mandate, allowing it to invest across multiple disruptive technologies. ARKK benefits from a first-mover advantage in thematic investing, but its high volatility can be a disadvantage compared to sector-specific or more diversified innovation ETFs.
Financial Performance
Historical Performance: ARKK has experienced high volatility, with periods of significant outperformance followed by sharp declines. Data must be obtained from financial sources for specific years.
Benchmark Comparison: The ETF's performance is often compared to the Nasdaq Composite or other broad market indexes, but its focus on innovation makes direct comparisons challenging.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
ARKK typically has a high average daily trading volume, suggesting strong liquidity.
Bid-Ask Spread
The bid-ask spread for ARKK is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
ARKK's performance is sensitive to interest rates, economic growth, and investor sentiment towards growth stocks and technology. Factors include inflation, technological advancements, and regulatory changes.
Growth Trajectory
ARKK's growth trajectory depends on the continued adoption of disruptive technologies and the ability of its holdings to outperform. Any major economic and technological changes greatly affect the investment portfolio.
Moat and Competitive Advantages
Competitive Edge
ARKK's competitive edge lies in its active management team's expertise in identifying and investing in disruptive innovation. This includes a proprietary research process and a network within the innovation ecosystem. The brand recognition of Cathie Wood contributes to its appeal. The ETF's thematic focus and high-conviction investment approach are further differentiators, allowing it to capture unique opportunities.
Risk Analysis
Volatility
ARKK exhibits high volatility due to its focus on high-growth, often unprofitable, companies. This includes large price swings and potentially high beta values.
Market Risk
The ETF is subject to market risk, particularly related to technology and growth stocks, and concentration risk due to its focused portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor for ARKK is someone with a high risk tolerance, a long-term investment horizon, and a belief in the potential of disruptive innovation.
Market Risk
ARKK is best suited for long-term investors seeking high growth potential, but it is not suitable for risk-averse investors or those seeking stable returns.
Summary
ARK Innovation ETF offers exposure to high-growth companies at the forefront of disruptive technologies but exhibits high volatility. Active management and a concentrated portfolio make it distinct from broad market ETFs. It is suitable for investors willing to accept higher risk for potentially higher returns. Past performance is no indicator of future results and the focus should be on long term holdings within disruptive innovations to be successful.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ARK Investment Management Website
- Yahoo Finance
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investments involve risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ARK Innovation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund (ETF) that will invest under normal circumstances primarily (at least 65% of its assets) in domestic and foreign equity securities of companies that are relevant to the fund's investment theme of disruptive innovation. Its investments in foreign equity securities will be in both developed and emerging markets. The fund may invest in foreign securities listed on foreign exchanges as well as American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). The fund is non-diversified.
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