ARKQ vs. PBW ETF Comparison

Comparison of ARK Autonomous Technology & Robotics ETF (ARKQ) to PowerShares WilderHill Clean Energy Portfolio (PBW)
ARKQ

ARK Autonomous Technology & Robotics ETF

ARKQ Description

Companies within ARK Autonomous Technology & Robotics ETF are focused on and are expected to substantially benefit from the development of new products or services, technological improvements and advancements in scientific research related to, among other things, energy, automation and manufacturing, materials, and transportation. These companies may develop, produce, or enable: Autonomous Transportation Robotics and Automation 3D Printing Energy Storage Space Exploration ARKQ is an actively managed ETF that seeks long-term growth of capital by investing under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of of autonomous technology and robotics companies that are relevant to the Fund’s investment theme of disruptive innovation.

Grade (RS Rating)

Last Trade

$71.63

Average Daily Volume

76,579

Number of Holdings *

30

* may have additional holdings in another (foreign) market
PBW

PowerShares WilderHill Clean Energy Portfolio

PBW Description The PowerShares WilderHill Clean Energy Portfolio (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$20.19

Average Daily Volume

333,320

Number of Holdings *

54

* may have additional holdings in another (foreign) market
Performance
Period ARKQ PBW
30 Days 11.46% -2.68%
60 Days 20.56% 2.89%
90 Days 26.32% 3.54%
12 Months 34.27% -23.37%
3 Overlapping Holdings
Symbol Grade Weight in ARKQ Weight in PBW Overlap
ACHR B 2.95% 2.16% 2.16%
JOBY B 1.42% 1.63% 1.42%
TSLA B 15.91% 2.25% 2.25%
ARKQ Overweight 27 Positions Relative to PBW
Symbol Grade Weight
KTOS C 9.33%
TER F 7.31%
RKLB B 6.43%
IRDM F 5.44%
TRMB B 4.8%
AVAV C 4.31%
PLTR B 3.56%
PATH C 3.26%
DE C 2.8%
TSM C 2.72%
BLDE D 2.14%
NVDA A 2.13%
GOOG B 1.99%
AMD F 1.96%
AMZN B 1.68%
SNPS C 1.28%
AUR C 1.27%
TDY B 1.27%
OKLO C 1.2%
QCOM F 1.19%
ISRG A 1.19%
LMT D 1.07%
CAT C 0.96%
DDD C 0.93%
BWXT B 0.92%
ANSS B 0.74%
MTLS B 0.0%
ARKQ Underweight 51 Positions Relative to PBW
Symbol Grade Weight
BE A -3.13%
XPEV C -2.14%
MYRG C -2.12%
AMSC C -2.12%
MP C -1.98%
ALB B -1.91%
SLI C -1.87%
AMPS C -1.79%
JKS D -1.76%
ESE B -1.74%
ORA B -1.73%
PWR A -1.73%
DAR C -1.69%
PLPC B -1.67%
SQM D -1.66%
ITRI B -1.65%
ARRY F -1.63%
AEIS B -1.62%
ENVX F -1.6%
PLUG F -1.54%
REX D -1.45%
FLNC C -1.44%
CTVA C -1.44%
EOSE D -1.42%
NIO F -1.4%
BELFB D -1.37%
RIVN F -1.36%
FSLR F -1.34%
WOLF F -1.33%
CSIQ F -1.3%
THRM F -1.3%
QS D -1.28%
CHPT F -1.25%
RNW D -1.21%
OLED F -1.2%
AMRC F -1.13%
SLDP F -1.1%
AMPX C -1.06%
SHLS F -1.06%
FREY B -1.04%
MPWR F -1.01%
LNZA F -1.0%
WBX F -0.85%
ENPH F -0.81%
SEDG F -0.8%
PLL D -0.8%
TPIC F -0.77%
RUN F -0.77%
NOVA F -0.48%
BLNK F -0.44%
SOL F -0.43%
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