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
42%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ARKW
37
HOLDINGS
63%
ALSO IN ARKF
ARKF
41
HOLDINGS
59%
ALSO IN ARKW
SECTOR DRIFT (ARKW minus ARKF)
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 ARKW |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 5.0% | 8.8% | 5.0% |
|
COINBASE GLOBAL, INC. CLASS A | 4.2% | 5.8% | 4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.7% | 3.9% | 3.9% |
|
ROKU, INC. CLASS A | 4.2% | 3.5% | 3.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.2% | 4.6% | 3.2% |
ARKW Overweight Relative to ARKF
|
TESLA MOTORS INC | 9.7% |
|
ADVANCED MICRO DEVICES | 4.2% |
|
ALPHABET INC. CLASS C | 3.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.7% |
|
CLOUDFLARE INC CLASS A | 2.1% |
|
BROADCOM INC. | 2.0% |
|
DATADOG INC CLASS A | 1.5% |
|
PURE STORAGE, INC. CLASS A | 1.4% |
|
NETFLIX INC | 1.4% |
 |
GENIUS SPORTS LIMITED | 1.1% |
ARKW Underweight Relative to ARKF
|
SHOPIFY, INC. CLASS A | -3.8% |
|
TOAST, INC. CLASS A | -2.9% |
|
SOFI TECHNOLOGIES INC | -2.8% |
 |
ADYEN NV | -2.0% |
 |
NU HOLDINGS LTD. CLASS A | -2.0% |
 |
MERCADOLIBRE INC | -1.8% |
 |
DISCOVERY HOLDINGS LIMITED | -1.8% |
|
PINTEREST, INC. CLASS A | -1.7% |
 |
FUTU HOLDINGS LTD. SPONSORED ADR CLA | -1.6% |
|
COINBASE GLOBAL, INC. CLASS A | -1.6% |