ARKX vs. EQTY ETF Comparison
Comparison of ARK Space Exploration & Innovation ETF (ARKX) to Kovitz Core Equity ETF (EQTY)
ARKX
ARK Space Exploration & Innovation ETF
ARKX Description
The ARK Space Exploration & Innovation ETF’s (“Fund”) investment objective is long-term growth of capital. ARKX is an actively-managed exchange-traded fund (“ETF”) that will invest under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of companies that are engaged in the Fund’s investment theme of Space Exploration and innovation. The Adviser defines “Space Exploration” as leading, enabling, or benefitting from technologically enabled products and/or services that occur beyond the surface of the Earth. Orbital Aerospace Companies are companies that launch, make, service, or operate platforms in the orbital space, including satellites and launch vehicles. Suborbital Aerospace Companies are companies that launch, make, service, or operate platforms in the suborbital space, but do not reach a velocity needed to remain in orbit around a planet. Enabling Technologies Companies are companies that develop technologies used by Space Exploration related companies for successful value-add aerospace operations. These operations include artificial intelligence, robotics, 3D printing, materials and energy storage. Aerospace Beneficiary Companies are companies whose operations stand to benefit from aerospace activities, including agriculture, internet access, global positioning system (GPS), construction, imaging, drones, air taxis and electric aviation vehicles.
Grade (RS Rating)
Last Trade
$17.99
Average Daily Volume
61,835
25
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$23.69
Average Daily Volume
37,183
38
Performance
| Period | ARKX | EQTY |
|---|---|---|
| 30 Days | 6.96% | -0.46% |
| 60 Days | 15.77% | 3.63% |
| 90 Days | 18.20% | 5.45% |
| 12 Months | 27.05% | 26.21% |
ARKX Overweight 22 Positions Relative to EQTY
ARKX Underweight 35 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | C | -4.81% | |
| SCHW | A | -4.68% | |
| BDX | F | -3.98% | |
| KEYS | C | -3.93% | |
| V | A | -3.77% | |
| CRM | B | -3.76% | |
| PM | A | -3.75% | |
| J | D | -3.58% | |
| ICE | C | -3.4% | |
| KMX | C | -3.36% | |
| FI | A | -3.18% | |
| LOW | C | -3.16% | |
| BRK.A | B | -3.16% | |
| PCAR | C | -3.13% | |
| AXP | B | -3.02% | |
| ORCL | A | -2.96% | |
| AON | B | -2.92% | |
| JPM | A | -2.57% | |
| PPG | F | -2.36% | |
| MSI | B | -2.08% | |
| AAPL | C | -1.89% | |
| DLTR | F | -1.86% | |
| ANET | C | -1.84% | |
| ADI | D | -1.73% | |
| DEO | F | -1.72% | |
| AMAT | F | -1.67% | |
| HAS | D | -1.07% | |
| HAYW | B | -0.65% | |
| GOOGL | B | -0.49% | |
| MSFT | D | -0.24% | |
| SYK | A | -0.13% | |
| GGG | B | -0.1% | |
| VRSK | B | -0.08% | |
| ABT | A | -0.06% | |
| EFX | F | -0.06% |
ARKX: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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