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
13%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
19%
ALSO IN TOGA
TOGA
28
HOLDINGS
21%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus TOGA)
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 TOGA |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 8.8% | 3.0% | 3.0% |
 |
MERCADOLIBRE INC | 2.8% | 3.0% | 2.8% |
|
AMAZON.COM INC | 2.5% | 4.2% | 2.5% |
|
DRAFTKINGS INC CLASS A | 2.1% | 2.9% | 2.1% |
|
SPOTIFY TECHNOLOGY SA | 1.6% | 5.6% | 1.6% |
ARKF Overweight Relative to TOGA
|
COINBASE GLOBAL, INC. CLASS A | 5.8% |
|
SHOPIFY, INC. CLASS A | 5.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.6% |
|
BLOCK INC. | 4.2% |
|
TOAST, INC. CLASS A | 4.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.9% |
|
ROKU, INC. CLASS A | 3.5% |
|
SOFI TECHNOLOGIES INC | 2.8% |
|
META PLATFORMS INC | 2.7% |
|
ADVANCED MICRO DEVICES | 2.5% |
ARKF Underweight Relative to TOGA
|
WINGSTOP, INC. | -5.5% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS | -5.1% |
|
UBER TECHNOLOGIES, INC. | -4.9% |
 |
COUPANG, INC. CLASS A | -4.8% |
 |
CTS EVENTIM | -4.7% |
|
LIVE NATION INC | -4.4% |
|
TKO GROUP HOLDINGS, INC. CLASS A | -4.4% |
|
REDDIT INC-CL A | -4.2% |
|
WYNDHAM HOTELS & RESORTS, INC. | -4.2% |
|
SPOTIFY TECHNOLOGY SA | -4.0% |