Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
46%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ARKW
39
HOLDINGS
54%
ALSO IN ARKF
ARKF
41
HOLDINGS
56%
ALSO IN ARKW
SECTOR DRIFT (ARKW minus ARKF)
OVERLAPPING HOLDINGS
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| Company | Weight in ARKW |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 8.2% | 6.7% | 6.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 5.1% | 4.9% | 4.9% |
|
SHOPIFY, INC. CLASS A | 4.4% | 7.9% | 4.4% |
|
COINBASE GLOBAL, INC. CLASS A | 3.7% | 4.6% | 3.7% |
|
BLOCK INC. | 3.4% | 5.3% | 3.4% |
ARKW Overweight Relative to ARKF
|
TESLA MOTORS INC | 7.4% |
|
ALPHABET INC. CLASS C | 3.6% |
|
SPACE EXPLORATION TECHNOLOGIES | 3.3% |
|
COREWEAVE INC-CL A | 2.8% |
|
DATADOG INC CLASS A | 2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.3% |
|
CLOUDFLARE INC CLASS A | 2.3% |
|
BROADCOM INC. | 2.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.2% |
|
CEREBRAS SYSTEMS INC - A | 1.8% |
ARKW Underweight Relative to ARKF
|
ROKU, INC. CLASS A | -5.2% |
|
SHOPIFY, INC. CLASS A | -3.5% |
|
TOAST, INC. CLASS A | -2.8% |
|
SOFI TECHNOLOGIES INC | -2.6% |
|
PINTEREST, INC. CLASS A | -2.0% |
 |
MERCADOLIBRE INC | -2.0% |
 |
NU HOLDINGS LTD. CLASS A | -2.0% |
|
BLOCK INC. | -1.8% |
 |
DISCOVERY HOLDINGS LIMITED | -1.8% |
 |
ADYEN NV | -1.7% |