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
48%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
62%
ALSO IN ARKW
ARKW
38
HOLDINGS
62%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus ARKW)
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 ARKW |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 8.3% | 4.6% | 4.6% |
|
ADVANCED MICRO DEVICES | 4.2% | 10.5% | 4.2% |
|
CIRCLE INTERNET GROUP INC | 4.7% | 4.2% | 4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.2% | 5.0% | 4.2% |
|
ROKU, INC. CLASS A | 4.0% | 4.2% | 4.0% |
ARKF Overweight Relative to ARKW
|
SHOPIFY, INC. CLASS A | 3.7% |
|
TOAST, INC. CLASS A | 2.9% |
|
SOFI TECHNOLOGIES INC | 2.7% |
 |
ADYEN NV | 2.0% |
 |
NU HOLDINGS LTD. CLASS A | 1.9% |
 |
MERCADOLIBRE INC | 1.9% |
|
BLOCK INC. | 1.8% |
 |
DISCOVERY HOLDINGS LIMITED | 1.8% |
|
PINTEREST, INC. CLASS A | 1.7% |
 |
FUTU HOLDINGS LTD. SPONSORED ADR CLA | 1.7% |
ARKF Underweight Relative to ARKW
|
TESLA MOTORS INC | -8.4% |
|
ADVANCED MICRO DEVICES | -6.3% |
|
COREWEAVE INC-CL A | -3.8% |
|
ALPHABET INC. CLASS C | -3.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.8% |
|
BROADCOM INC. | -2.3% |
|
CLOUDFLARE INC CLASS A | -1.8% |
|
PURE STORAGE, INC. CLASS A | -1.4% |
|
DATADOG INC CLASS A | -1.4% |
|
NETFLIX INC | -1.3% |