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ARK Innovation ETF (ARKK)
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Upturn Advisory Summary
11/04/2025: ARKK (5-star) is a REGULAR-BUY. BUY since 122 days. Simulated Profits (45.45%). 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 58.38% | Avg. Invested days 50 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/04/2025 |
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
The ARK Innovation ETF (ARKK) is an actively managed ETF that seeks long-term growth of capital by investing in domestic and foreign equity securities of companies that are relevant to the fund's investment theme of disruptive innovation. It focuses on companies that benefit from the development of new products or services, technological improvements and advancements in scientific research relating to the areas of genomics, automation and manufacturing, transportation, energy, artificial intelligence and materials.
Reputation and Reliability
ARK Investment Management is known for its focus on disruptive innovation and its founder, Cathie Wood. They have a dedicated research team but can be volatile.
Management Expertise
Cathie Wood and her team have expertise in identifying and investing in companies with disruptive potential. They are known for their high-conviction investment style.
Investment Objective
Goal
Long-term growth of capital.
Investment Approach and Strategy
Strategy: Active management focusing on disruptive innovation themes.
Composition Primarily invests in equity securities of companies within the innovation themes. Holdings can be concentrated in a relatively small number of companies.
Market Position
Market Share: ARKK's market share within the innovation-focused ETF space fluctuates and depends on performance and investor sentiment.
Total Net Assets (AUM): 7690000000
Competitors
Key Competitors
- XT Innovation ETF (XT), Global X Autonomous & Electric Vehicles ETF (DRIV), ROBO Global Robotics & Automation Index ETF (ROBO)
Competitive Landscape
The innovation ETF landscape is competitive with various funds focusing on specific sub-themes within innovation. ARKK distinguishes itself through its active management and broad disruptive innovation focus. Its advantages include the potential for high growth and its disadvantage is high volatility.
Financial Performance
Historical Performance: Historical performance is highly variable and sensitive to growth stock performance. It has seen periods of high returns and significant drawdowns.
Benchmark Comparison: It does not track a specific benchmark, making direct comparison challenging. Performance is often compared to general growth stock indices.
Expense Ratio: 0.0075
Liquidity
Average Trading Volume
The average trading volume is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, facilitating relatively low-cost trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and investor sentiment towards growth stocks all influence ARKK's performance.
Growth Trajectory
ARKK's growth trajectory is dependent on its ability to identify and invest in successful innovative companies. Strategy and holdings may change based on management's outlook on future growth.
Moat and Competitive Advantages
Competitive Edge
ARKK's competitive edge lies in its active management and focus on disruptive innovation. The firm invests in companies before they become mainstream; therefore, they have higher potential. Cathie Wood's high-conviction investment style and extensive research are key differentiators. However, such investment style makes the ETF extremely volatile and risky. Their concentrated portfolio can lead to outsized returns or significant losses.
Risk Analysis
Volatility
ARKK has exhibited high volatility, reflecting the nature of its growth-oriented investments.
Market Risk
Market risk is high due to concentration in growth stocks and sensitivity to interest rate changes. Innovation stocks are particularly vulnerable to changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a high risk tolerance, a long-term investment horizon, and belief in the disruptive innovation investment thesis.
Market Risk
ARKK is best suited for long-term investors who are comfortable with high volatility and potential for significant drawdowns.
Summary
ARKK is an actively managed ETF focused on disruptive innovation with high growth potential. It is characterized by high volatility, and its performance relies heavily on the success of its concentrated holdings. The ETF is best for investors with a high risk tolerance and a long-term outlook who believe in disruptive innovation. It does not track a specific benchmark and is actively managed by ARK Investment Management.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ARK Investment Management Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made after careful consideration of individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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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