ARK Next Generation Internet ETF vs NetApp Inc. — how do they compare? ARK Next Generation Internet ETF trades at $148.16, while NetApp Inc. trades at $198.55 (market cap $39.00B). The key difference: NetApp Inc. pays a 1.05% dividend while ARK Next Generation Internet ETF pays none, and NetApp Inc. is trading nearer its 52-week high, ARK Next Generation Internet ETF nearer its low. Which is the better fit depends on your goals.
| ARKW | NTAP | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $182.20 | $198.72 |
52-Week Low | $114.45 | $94.11 |
Market Cap | — | $39.00B |
Enterprise Value | — | $38.14B |
Dividend Yield | — | 1.05% |
Signals from Pluang's Aura AI — not financial advice
ARKW trades at $147.92, up 3.11% today, with bullish technical signals from moving averages and a neutral oscillator stance. The ETF focuses on next-generation internet companies including AI and cloud infrastructure plays. Recent analysis highlights near-term headwinds from elevated capital spending but maintains long-term growth potential in agentic AI and physical AI technologies.
The ETF faces market skepticism around current AI infrastructure investments but offers exposure to innovative technology leaders. Key risks include sector concentration and volatility, while institutional interest remains strong in transformative technology themes driving long-term growth prospects.
NetApp (NTAP) trades at $189.52, down 1.02% on the day, with a bullish technical outlook supported by moving averages and strong support at $186. The company reported Q1 2026 EPS of $2.43, beating estimates, and maintains robust profitability with an 18.43% net margin. Recent acquisitions of JetStream Software and DataPelago aim to enhance AI infrastructure capabilities, driving positive sentiment amid rising cloud demand.
Outlook remains favorable with consistent earnings beats and strategic AI investments, but risks include high valuation multiples (P/E 29.85) and competitive pressures. Analysts show mixed sentiment with a $170.73 consensus target, suggesting cautious optimism. Institutional holdings reflect confidence, though debt levels have risen to 29.89% of assets, warranting monitoring.
Trailing returns across standard periods
ARKW is an actively managed ETF that invests in next-generation internet technologies. It focuses on cloud computing, AI, e-commerce, and blockchain innovation, with key holdings like Tesla, Advanced Micro Devices, and Roku.
Read more on ARKW →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →