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AFOS vs ARKX

ARS Focused Opportunities Strategy ETF vs ARK Space & Defense Innovation ETF

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

ARKX

ARK Space & Defense Innovation ETF

ARK ETF Trust

Annual cost

0.75%

Fund size

$893M

Key differences

  • AFOS costs 0.30% less per year.
  • ARKX is significantly larger than AFOS — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

AFOSARKX
Annual cost (TER)0.45%0.75%
Fund size (AUM)$272M$893M
Since20252021
Dividend yield0.00%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+79.4%
CAGR 3YN/A+38.2%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.17
Volatility 1Y32.37%
Max drawdown-11.52%-43.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AFOS and ARKX