ARKD yields 331.30% · ARCC yields 10.82%● Live data
📍 ARKD pulled ahead of the other in Year 1
Combined, ARKD + ARCC cover 0 of 12 months — good coverage
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What's the optimal mix of ARKD + ARCC for your $10,000?
ARKD is an actively managed ETF aiming to provide a more tampered price return for shares of ARK Innovation ETF (ticker: ARKK), over a one-year period starting each January. The fund aims to cut the downside risk in half in exchange for a capped upside potential after a 5% performance hurdle is reached. ARKK holds US and foreign equities focused on disruptive innovation themes such as genomics, AI, robotics, fintech. The fund holds shares of ARKK, sells at-the-money calls against the shares, buys at-the-money puts covering 50% of the funds NAV, and buys out-of-the-money calls with any available premium in order to provide upside exposure above the 5% hurdle. All returns are before fees and expenses, which reduce overall fund returns. ARKD shareholders do not receive dividends, if any, from shares of ARKK. The strategy works best for investors willing to hold shares the entire outcome period. Outcomes will differ for those buying/selling mid-period.
Full ARKD Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.