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ARKW - ETF AI Analysis

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ARKW

ARK Next Generation Internet ETF (ARKW)

Rating:57Neutral
Price Target:
ARKW’s overall rating suggests it is a solid but somewhat volatile ETF focused on next-generation internet companies. Strong holdings like Alphabet (GOOG), with its robust profitability and investments in AI and cloud, and AMD, with growth in data centers and gaming, help support the fund’s quality. However, more speculative names such as CoreWeave (CRWV) and Coinbase (COIN), which face financial instability, bearish technical signals, or cash flow concerns, add risk, and the fund’s concentration in tech and internet-related businesses means performance can be sensitive to swings in that sector.
Positive Factors
Strong AUM Base
The fund manages a sizable pool of assets, suggesting it has attracted meaningful investor interest and liquidity.
Leading Growth Names in Top Holdings
Several major positions, such as Advanced Micro Devices, CoreWeave, and Circle Internet Group, have shown strong year-to-date performance, helping support the ETF’s returns.
Focused Exposure to Innovative Sectors
Heavy weights in technology and communication services give investors targeted access to companies tied to next-generation internet themes.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentrated Top Holdings
A small group of stocks like Tesla, Robinhood, and Shopify make up a large share of the portfolio, increasing the impact if any of them perform poorly.
Recent Weak Overall Performance
The ETF has delivered negative returns so far this year and over the past three months, reflecting pressure on many of its growth-oriented holdings.

ARKW vs. SPDR S&P 500 ETF (SPY)

ARKW Summary

ARK Next Generation Internet ETF (ARKW) is an actively managed fund that invests in companies shaping the future of the internet, rather than tracking a traditional index. It focuses on themes like artificial intelligence, cloud computing, digital platforms, and blockchain. Well-known holdings include Tesla and Alphabet (Google), along with other tech and online service companies. Someone might invest in ARKW for long-term growth potential and to get broad exposure to innovative internet-related businesses in a single investment. However, it is heavily tilted toward technology and can be very volatile, meaning its price can rise and fall sharply.
How much will it cost me?The ARK Next Generation Internet ETF (ARKW) has an expense ratio of 0.82%, meaning you’ll pay $8.20 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on innovative and disruptive technologies that require in-depth research and expertise.
What would affect this ETF?The ARK Next Generation Internet ETF (ARKW) could benefit from increasing adoption of disruptive technologies like artificial intelligence, blockchain, and cloud computing, as well as growth in e-commerce and digital media. However, it may face challenges from rising interest rates, which can negatively impact high-growth tech stocks, and potential regulatory scrutiny in areas like cryptocurrency and data privacy. Its global exposure and focus on innovative companies provide growth opportunities but also expose it to economic uncertainties in different regions.

ARKW Top 10 Holdings

ARKW is leaning hard into next‑gen tech, with AMD and Tesla acting as the main engines of performance—AMD is clearly rising on AI and data center momentum, while Tesla’s rebound has been more modest and still a bit choppy. Alphabet and Amazon provide steadier Big Tech ballast, helping smooth out the ride. On the flip side, Robinhood and Shopify have been lagging, occasionally tugging on returns. Overall, the fund is heavily tilted toward technology and internet disruptors with a global reach, but many of its biggest bets are U.S.-based innovators.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Tesla8.77%$143.63M$1.47T32.48%
73
Outperform
Advanced Micro Devices8.19%$134.12M$760.48B302.80%
73
Outperform
Robinhood5.22%$85.46M$74.33B12.36%
68
Neutral
Shopify4.45%$72.88M$142.17B-1.68%
Roku4.22%$69.12M$18.04B53.61%
65
Neutral
Alphabet Class C4.02%$65.79M$4.45T109.10%
82
Outperform
Amazon3.87%$63.38M$2.65T13.02%
71
Outperform
CoreWeave3.57%$58.46M$54.77B-38.07%
51
Neutral
Circle Internet Group, Inc. Class A3.49%$57.09M$19.96B-28.39%
64
Neutral
Coinbase Global3.01%$49.27M$40.15B-40.61%
68
Neutral

ARKW Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
138.61
Positive
100DMA
134.32
Positive
200DMA
146.84
Negative
Market Momentum
MACD
0.72
Positive
RSI
42.51
Neutral
STOCH
17.51
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ARKW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 145.67, equal to the 50-day MA of 138.61, and equal to the 200-day MA of 146.84, indicating a neutral trend. The MACD of 0.72 indicates Positive momentum. The RSI at 42.51 is Neutral, neither overbought nor oversold. The STOCH value of 17.51 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ARKW.

ARKW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.67B0.76%
57
Neutral
$7.15B0.75%
56
Neutral
$2.98B0.65%
59
Neutral
$2.56B0.75%
46
Neutral
$2.35B0.75%
67
Neutral
$1.37B0.75%
52
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ARKW
ARK Next Generation Internet ETF
135.68
7.64
5.97%
ARKK
Ark Innovation Etf
FWD
AB Disruptors ETF
NASA
Tema Space Innovators ETF
ARKQ
ARK Autonomous Technology & Robotics ETF
ARKG
ARK Genomic Revolution ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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