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ARKXARK Space & Defense Innovation ETF

Grow my money5y track recordRanked #961 of 3,055 in this goal

Seeks long-term growth of capital.

By ARK ETF Trust · Launched 2021

Annual Cost

0.75%

#4,069 of 6,040 · expensive

Fund Size

$768M

#1,338 of 6,040 · large

Return (1Y)

+20.7%

Track Record

5 years

#2,299 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,116+21.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

Defense Innovation

Holdings

By weight

Concentration

Top 10 holdings = 56.7% of fundmoderately concentrated

L3HARRIS TECHNOLOGIES INC
7.8%
ROCKET LAB CORP
7.8%
TERADYNE INC
6.6%
ADVANCED MICRO DEVICES INC
6.1%
DEERE & COMPANY
5.9%
KRATOS DEFENSE & SECURITY SOLUTIONS INC
5.4%
AEROVIRONMENT INC
5.0%
AMAZON.COM INC
4.2%
ALPHABET INC
4.0%
ARCHER AVIATION INC (NEW)
3.7%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Industrials
60.1%
Technology
24.6%
Consumer Cyclical
10.2%
Communication
5.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
34.3%High

Year-on-year price swings

Max drawdown
-43.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.94Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively manages a portfolio primarily invested in domestic and foreign equity securities of companies engaged in Space & Defense Innovation. Investments span micro-, small-, medium-, and large-cap companies, with a concentration in the information technology and industrials sectors.
Inception date
March 30, 2021
Fund family
ARK ETF Trust

Next steps

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Data updated on 2026-09-18