Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
49%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
ARKW
40
HOLDINGS
60%
ALSO IN ARKF
ARKF
41
HOLDINGS
62%
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% | 6.1% | 6.1% |
|
SHOPIFY, INC. CLASS A | 4.4% | 7.8% | 4.4% |
|
ROBINHOOD MARKETS, INC. CLASS A | 5.2% | 4.4% | 4.4% |
|
ROKU, INC. CLASS A | 4.2% | 4.6% | 4.2% |
|
CIRCLE INTERNET GROUP INC | 3.5% | 4.0% | 3.5% |
ARKW Overweight Relative to ARKF
|
TESLA MOTORS INC | 8.7% |
|
ALPHABET INC. CLASS C | 4.0% |
|
COREWEAVE INC-CL A | 3.6% |
|
DATADOG INC CLASS A | 2.6% |
|
CLOUDFLARE INC CLASS A | 2.4% |
|
BROADCOM INC. | 2.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.2% |
|
ADVANCED MICRO DEVICES | 2.1% |
|
RUBRIK INC-A | 1.5% |
|
PURE STORAGE, INC. CLASS A | 1.5% |
ARKW Underweight Relative to ARKF
|
SHOPIFY, INC. CLASS A | -3.4% |
|
SOFI TECHNOLOGIES INC | -2.6% |
|
TOAST, INC. CLASS A | -2.5% |
|
BLOCK INC. | -2.1% |
|
PINTEREST, INC. CLASS A | -2.0% |
 |
DISCOVERY HOLDINGS LIMITED | -1.9% |
 |
MERCADOLIBRE INC | -1.8% |
 |
ADYEN NV | -1.8% |
 |
NU HOLDINGS LTD. CLASS A | -1.7% |
|
COINBASE GLOBAL, INC. CLASS A | -1.5% |