Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
56%
ALSO IN ARKW
ARKW
39
HOLDINGS
54%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus ARKW)
OVERLAPPING HOLDINGS
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| Company | Weight in ARKF |
Weight in ARKW |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 5.9% | 7.0% | 5.9% |
|
SHOPIFY, INC. CLASS A | 9.7% | 4.7% | 4.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.5% | 4.5% | 4.5% |
|
BLOCK INC. | 5.1% | 3.5% | 3.5% |
|
COINBASE GLOBAL, INC. CLASS A | 3.9% | 3.2% | 3.2% |
ARKF Overweight Relative to ARKW
|
ROKU, INC. CLASS A | 5.2% |
|
SHOPIFY, INC. CLASS A | 5.0% |
|
TOAST, INC. CLASS A | 3.1% |
|
SOFI TECHNOLOGIES INC | 2.6% |
 |
ADYEN NV | 2.1% |
|
PINTEREST, INC. CLASS A | 2.0% |
 |
NU HOLDINGS LTD. CLASS A | 1.9% |
|
AIRBNB, INC. CLASS A | 1.7% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 1.7% |
 |
DISCOVERY HOLDINGS LIMITED | 1.7% |
ARKF Underweight Relative to ARKW
|
TESLA MOTORS INC | -7.3% |
|
COREWEAVE INC-CL A | -4.4% |
|
SPACE EXPLORATION TECHNOLOGIES | -4.1% |
|
ALPHABET INC. CLASS C | -3.5% |
|
DATADOG INC CLASS A | -2.4% |
|
CEREBRAS SYSTEMS INC - A | -2.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.2% |
|
PURE STORAGE, INC. CLASS A | -2.2% |
|
BROADCOM INC. | -2.1% |
|
RUBRIK INC-A | -1.9% |