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
20%

OVERLAP
BY WEIGHT
12

# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
35%
ALSO IN BJK
BJK
39
HOLDINGS
38%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus BJK)
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 BJK
Overlap
ROBINHOOD MARKETS, INC. CLASS A 3.8% 3.2% 3.2%
COINBASE GLOBAL, INC. CLASS A 5.6% 2.4% 2.4%
DRAFTKINGS INC CLASS A 2.0% 3.0% 2.0%
AIRBNB, INC. CLASS A 1.9% 4.9% 1.9%
BLOCK INC. 4.9% 1.9% 1.9%
ARKF Overweight Relative to BJK
SHOPIFY, INC. CLASS A 7.4%
ADVANCED MICRO DEVICES 5.6%
CIRCLE INTERNET GROUP INC 5.4%
ROKU, INC. CLASS A 4.6%
PALANTIR TECHNOLOGIES INC. CLASS A 3.9%
TOAST, INC. CLASS A 3.4%
COINBASE GLOBAL, INC. CLASS A 3.2%
AMAZON.COM INC 3.0%
BLOCK INC. 3.0%
MERCADOLIBRE INC 2.6%
ARKF Underweight Relative to BJK
UBER TECHNOLOGIES, INC. -8.2%
NETEASE.COM INC-ADR -8.2%
SCHWAB (CHARLES) CORP -7.6%
ELECTRONIC ARTS INC -7.3%
SHOPIFY, INC. CLASS A -7.0%
TAKE-TWO INTERACTIVE SOFTWRE -4.8%
CME GROUP INC -4.3%
EBAY INC -3.9%
DOORDASH, INC. CLASS A -3.2%
ROBLOX CORP. CLASS A -3.0%
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