ARKG vs. XBI - ETF Comparison
ARKG - ARK Genomic Revolution ETF
The ARK Genomic Revolution ETF is an actively managed fund that invests in companies driving advancements in genomics, gene editing, genetic therapy, molecular diagnostics, and stem cell advances. The fund's portfolio is tilted towards smaller firms and is designed to capture long-term growth potential in the healthcare and biotechnology sectors.
XBI - SPDR S&P Biotech ETF
The SPDR S&P Biotech ETF (XBI) provides exposure to the biotechnology sector in the United States, offering a diversified portfolio of mid-cap and small-cap securities. The fund tracks the S&P Biotechnology Select Industry Index, using an equal-weighted methodology to balance assets across all components. This ETF is suitable for investors seeking to fine-tune their exposure to the health care sector or those bullish on biotechnology over the long run.
| ARKG | XBI | |
|---|---|---|
| Fund Name | ARK Genomic Revolution ETF | SPDR S&P Biotech ETF |
| Fund Provider | ARK Invest | State Street |
| Index | Active (No Index) | S&P Biotechnology Select Industry |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.75% | 0.35% |
| Inception Date | 2014-10-31 | 2006-01-31 |
| Number Of Holdings | 42 | 140 |
| Region | United States | United States |
| Investment Style | Growth | Growth |
| Market Cap | Blend | Blend |
| Sector | Healthcare | Healthcare |
| Sector Detail | Biotechnology | Biotechnology |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.