미국 ETF/주식ARKFETF

ARK Fintech Innovation ETF 계산기

ARKF is an actively managed ETF focused on fintech innovation.

비중을 볼 때 확인할 점

  • 결제, 디지털 금융, 플랫폼 금융 테마를 포트폴리오에 반영할 때 검토됩니다.
  • 액티브 ETF라 운용사의 종목 선택과 리밸런싱 판단이 중요합니다.

리밸런싱 전 리스크

  • 고성장 핀테크 기업은 금리와 투자심리 변화에 민감합니다.
  • 액티브 전략 특성상 시장 대표 지수와 성과 차이가 크게 날 수 있습니다.

계산기에서 확인하는 순서

  1. 1.ARK Fintech Innovation ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 ARK Fintech Innovation ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, ARK Fintech Innovation ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Growth ETFs

ARKF

ARK Fintech Innovation ETF

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Price Chart

ARK Fintech Innovation ETF (ARKF) is an actively managed exchange-traded fund that invests in companies driving financial technology innovation. The portfolio focuses on mobile payments, digital wallets, blockchain technology, online lending platforms, and other fintech disruptors. Managed by Cathie Wood's ARK Invest, it targets companies benefiting from the digital transformation of traditional financial services. It carries an expense ratio of 0.75%. The portfolio holds approximately 35 securities.

Category

Growth ETFs

Dividend Yield

0%

Expense Ratio

0.75%

Holdings

35

Dividend History

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Top Holdings

1Shopify
2Coinbase
3Block (Square)
4Robinhood
5Mercado Libre

Key Features

  • •Actively managed by ARK Invest
  • •Concentrated on fintech innovation companies
  • •Mobile payments, blockchain, and digital banking themes
  • •High volatility
  • •Approximately 35 holdings

Advantages

  • •Concentrated exposure to fintech industry growth
  • •Diversified across fintech sub-sectors: mobile payments, crypto, digital banking
  • •Active stock selection based on specialist research
  • •Captures companies benefiting from digital transformation of traditional finance
  • •Invests in global fintech leaders

Risks

  • •High expense ratio (0.75%)
  • •High volatility due to fintech sector concentration
  • •Growth stock weakness possible during rising interest rates
  • •Regulatory risk (crypto and fintech policy changes)
  • •Virtually no dividend income
  • •Active management risk (potential underperformance vs. benchmark)

Rebalancing Strategy

Allocate as a growth/thematic satellite position, recommended at 5–10% of total portfolio. Adjust weighting based on fintech industry momentum and regulatory environment changes. Reduce exposure during rate hike cycles; increase during periods of accelerating digital transformation.

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ARKF Investment Analysis

ARKF (ARK Fintech Innovation ETF) is a Growth ETFs ETF comprising 35 holdings. It has an expense ratio of 0.75% and a dividend yield of 0%. The expense ratio is relatively high, so consider costs relative to returns.

This ETF focuses on capital growth rather than dividend income.

ARKF can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →