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ITEQ vs ARKX

Amplify BlueStar Israel Technology ETF vs ARK Space & Defense Innovation ETF

ITEQ

Amplify BlueStar Israel Technology ETF

Annual cost

0.75%

Fund size

$124M

ARKX

ARK Space & Defense Innovation ETF

Annual cost

0.75%

Fund size

$1.1B

Key differences

Both ITEQ and ARKX are equity ETFs. ITEQ charges 0.75% a year and ARKX 0.75%. The main difference: ITEQ follows a index tracking strategy; ARKX uses active selection.

  • ITEQ follows a index tracking strategy; ARKX uses active selection.
  • ARKX is much larger than ITEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ARKX has delivered higher annualized returns.
  • ITEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ITEQARKX
Annual cost (TER)0.75%0.75%
Fund size (AUM)$124M$1.1B
Since20152021
Dividend yield0.72%0.00%
Asset classequityequity
Regionemerging markets
Strategyindex trackingactive selection
CAGR 1Y+20.9%+60.6%
CAGR 3Y+12.4%+35.7%
CAGR 5Y-0.2%+10.8%
Sharpe 3Y0.471.09
Volatility 1Y23.17%33.16%
Max drawdown-54.59%-43.61%

Similar to ITEQ and ARKX