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ARKK and WDNA share 16.6% of their holdings.
| Side by side | ARKK | HEAL | WDNA |
|---|---|---|---|
| Strategy | Thematic · Disruptive tech | Unsorted | Unsorted |
| Expense ratio | 0.75% | 0.50% | 0.45% |
| Cost per year on $10k | $75 | $50 | $45 |
| Trailing 12-mo yield | 0.00% | 0.23% | 3.12% |
| Income per year on $10k | $0 | $23 | $312 |
| YTD | +11.8% | +7.8% | +46.1% |
| 1 year | −3.7% | −3.7% | +50.4% |
| 3 years · per year | +32.2% | +7.6% | +23.0% |
| 5 years · per year | −6.1% | −10.4% | +0.7% |
| Worst drop · 1Y | −28.9% | −29.2% | −11.7% |
| Volatility · 1Y | 37.3% | 23.2% | 28.3% |
| Holdings | 10 | 39 | 99 |
| Assets | $7.9B | $35M | $5M |
| Leverage | None | None | None |
| Since | 2014 | 2020 | 2021 |
Highlighted = best in the row. Returns include dividends.