Skip to main content

ARK Innovation ETF (ARKK)

Disruption · Benchmark: Index Benchmark · Domiciled in US

AUM
$82.5B
Expense ratio
15.00%
Inception
1995-01-15
VMCI-Composite
65/100
5y CAGR
8.2%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

ARK Innovation ETF — analysis

ARKK fact sheet snapshot: $82.5B AUM, 15 bps expense, 1995-01-15 inception, Disruption mandate, Index Benchmark as the comparison index. ARK Innovation ETF is the legal name on the listing.

ARKK's VMCI-Composite reads 65/100, derived from the top-10 holdings' individual scores on ValueMarkers' five-pillar framework. Above-average composite quality versus the typical disruption ETF in our coverage.

ARKK's 5y annualized total return is 8.2%. That is 0.2 pp above the 8.0% benchmark line, with a 3y CAGR of 6.0% on the same series.

On the income line, ARKK pays 2.70% and has grown the distribution at 7.2% annualized for five years. The forward question is whether the underlying earnings stream supports continued distribution growth at that pace.

ARKK holdings concentration: 31% of the portfolio sits in the top 10 names, anchored by AAPL at 3.72%. Technology is the largest sector at 28% of allocation.

Three comparable ETFs to consider alongside ARKK: SPY, VOO, VTI. Each tracks the same broad category (Disruption) but differs on issuer, expense ratio, and methodology, so the practical question is fee plus tracking quality plus distribution shape.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.72%67
2MSFT3.67%45
3NVDA3.57%64
4AMZN3.28%71
5GOOGL3.04%57
6META3.18%58
7BRK-B2.84%79
8TSLA2.60%87
9V2.74%59
10JPM2.40%78
11UNH2.35%84
12XOM2.25%71
13JNJ2.11%63
14PG1.81%82
15MA1.57%55
16HD1.57%63
17MRK1.47%47
18AVGO1.18%70
19PEP0.98%56
20COST1.13%48
21KO0.78%47
22WMT0.73%85
23BAC0.44%65
24CVX0.39%58
25ADBE0.20%77

Performance & income

YTD
17.2%
1y total return
-10.7%
3y CAGR
6.0%
5y CAGR vs benchmark
8.2% / 8.0%
Dividend yield
2.70%
5y distribution CAGR
7.2%

Comparable ETFs

Browse more

Data refreshed at request time and cached for 6 hours. As of 2026-05-14.

Weekly Stock Analysis - Free

5 undervalued stocks, fully modeled. Every Monday. No spam.

Cookie Preferences

We use cookies to analyze site usage and improve your experience. You can accept all, reject all, or customize your preferences.