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
20
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
59%
ALSO IN ARKW
ARKW
40
HOLDINGS
56%
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 | 6.8% | 8.8% | 6.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | 5.5% | 6.1% | 5.5% |
|
SHOPIFY, INC. CLASS A | 8.1% | 4.6% | 4.6% |
|
COINBASE GLOBAL, INC. CLASS A | 4.4% | 3.3% | 3.3% |
|
CIRCLE INTERNET GROUP INC | 3.1% | 3.2% | 3.1% |
ARKF Overweight Relative to ARKW
|
ROKU, INC. CLASS A | 4.6% |
|
SHOPIFY, INC. CLASS A | 3.5% |
|
SOFI TECHNOLOGIES INC | 2.8% |
|
TOAST, INC. CLASS A | 2.8% |
|
BLOCK INC. | 2.2% |
|
PINTEREST, INC. CLASS A | 2.0% |
 |
MERCADOLIBRE INC | 2.0% |
 |
NU HOLDINGS LTD. CLASS A | 1.8% |
 |
DISCOVERY HOLDINGS LIMITED | 1.8% |
 |
ADYEN NV | 1.7% |
ARKF Underweight Relative to ARKW
|
TESLA MOTORS INC | -8.5% |
|
ALPHABET INC. CLASS C | -3.8% |
|
SPACE EXPLORATION TECHNOLOGIES | -3.0% |
|
COREWEAVE INC-CL A | -3.0% |
|
DATADOG INC CLASS A | -2.7% |
|
CLOUDFLARE INC CLASS A | -2.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.2% |
|
BROADCOM INC. | -2.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |
|
ADVANCED MICRO DEVICES | -2.0% |