Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
19%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
35%
ALSO IN BJK
BJK
42
HOLDINGS
34%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus BJK)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ARKF |
Weight in BJK |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 4.9% | 3.8% | 3.8% |
|
AIRBNB, INC. CLASS A | 2.0% | 4.7% | 2.0% |
 |
NU HOLDINGS LTD. CLASS A | 2.0% | 2.8% | 2.0% |
|
ROBLOX CORP. CLASS A | 1.9% | 4.9% | 1.9% |
|
DRAFTKINGS INC CLASS A | 1.8% | 2.8% | 1.8% |
ARKF Overweight Relative to BJK
|
SHOPIFY, INC. CLASS A | 7.9% |
|
ADVANCED MICRO DEVICES | 6.7% |
|
ROKU, INC. CLASS A | 5.2% |
|
TOAST, INC. CLASS A | 4.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.6% |
|
BLOCK INC. | 3.5% |
|
CIRCLE INTERNET GROUP INC | 3.1% |
 |
MERCADOLIBRE INC | 3.0% |
|
COINBASE GLOBAL, INC. CLASS A | 2.9% |
|
AMAZON.COM INC | 2.7% |
ARKF Underweight Relative to BJK
|
SCHWAB (CHARLES) CORP | -8.2% |
 |
SHOPIFY, INC. CLASS A | -8.0% |
|
ELECTRONIC ARTS INC | -7.9% |
|
UBER TECHNOLOGIES, INC. | -7.3% |
 |
NETEASE.COM INC-ADR | -7.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -6.5% |
|
CME GROUP INC | -4.2% |
|
DOORDASH, INC. CLASS A | -3.5% |
|
EBAY INC | -3.3% |
|
ROBLOX CORP. CLASS A | -3.0% |