Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
AOTG
41
HOLDINGS
37%
ALSO IN ARKF
ARKF
41
HOLDINGS
44%
ALSO IN AOTG
SECTOR DRIFT (AOTG minus ARKF)
OVERLAPPING HOLDINGS
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| Company | Weight in AOTG |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 16.4% | 6.7% | 6.7% |
|
TOAST, INC. CLASS A | 5.5% | 4.1% | 4.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.0% | 4.9% | 4.0% |
|
AMAZON.COM INC | 4.0% | 2.7% | 2.7% |
|
SHOPIFY, INC. CLASS A | 2.0% | 7.9% | 2.0% |
AOTG Overweight Relative to ARKF
|
ADVANCED MICRO DEVICES | 9.7% |
|
MICRON TECHNOLOGY INC | 9.5% |
|
NVIDIA CORP | 8.9% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 6.9% |
|
ALPHABET INC. CLASS A | 3.6% |
|
APPLOVIN CORP. CLASS A | 3.6% |
|
MICROSOFT CORP | 3.6% |
|
ALPHABET INC. CLASS C | 2.7% |
|
SALESFORCE.COM INC | 2.5% |
|
ORACLE CORP | 1.8% |
AOTG Underweight Relative to ARKF
|
SHOPIFY, INC. CLASS A | -5.9% |
|
BLOCK INC. | -5.3% |
|
ROKU, INC. CLASS A | -5.2% |
|
COINBASE GLOBAL, INC. CLASS A | -4.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.6% |
|
CIRCLE INTERNET GROUP INC | -2.9% |
|
PINTEREST, INC. CLASS A | -2.0% |
|
AIRBNB, INC. CLASS A | -2.0% |
|
SOFI TECHNOLOGIES INC | -2.0% |
|
ROBLOX CORP. CLASS A | -1.9% |