ETF Showdown: ARKG vs GNOM, Which Genomics Fund Wins?

2 months ago 41

Trey Thoelcke

Tue, July 21, 2026 astatine 8:10 AM CDT 4 min read

Quick Read

  • ARKG's concentrated, progressive stake connected pre-revenue biotech gained 32% YTD but mislaid 13 much percent points than GNOM implicit the past 5 years.

  • ARKG's $1.4 cardinal successful assets versus GNOM's $75 cardinal gives larger investors meaningfully tighter spreads and amended liquidity.

  • GNOM suits status investors arsenic a halfway holding; ARKG works champion arsenic a outer stake sized to past different imaginable 50% drawdown.

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The ARK Genomic Revolution ETF (CBOE:ARKG) and the Global X Genomics & Biotechnology ETF (NASDAQ:GNOM) look similar siblings connected immoderate screener. Both committedness pure-play vulnerability to cistron editing, sequencing, and precision medicine, but they disagree structurally. One is Cathie Wood's discretionary stake connected unprofitable innovators. The different tracks the Solactive Genomics Index and softly holds Moderna and Vertex adjacent to the moonshots. Over the past year, that structural spread produced a 32.0% year-to-date determination successful 1 and a 17.0% determination successful the other, going successful the aforesaid absorption but astatine precise antithetic speeds.

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What Each Fund Is Actually Betting On

ARKG is simply a concentrated wager connected pre-revenue and early-revenue platforms. Its apical 3 positions, Twist Bioscience astatine 9.2%, Tempus AI astatine 7.6%, and Absci astatine 7.0%, unneurotic marque up astir 23.8% of the portfolio. Gene-editing names relationship for astir 18%, and AI-driven cause find adds different 16%. The money needs inexpensive capital, hazard appetite, and objective wins to work. Rates falling and biotech M&A reviving are the situation it is built for.

GNOM makes a broader bet. It holds 51 positions, anchored by cash-flowing names: Illumina astatine 4.6%, Moderna astatine 4.3%, and Vertex Pharmaceuticals astatine 3.8%, alongside Bristol-Myers Squibb, Gilead, and AstraZeneca. Passive rebalancing and scale reconstitution dilute single-name blowups. The implicit stake is that genomics arsenic a class compounds adjacent if the flashiest names disappoint.

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