Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
15%
ALSO IN BPAY
BPAY
40
HOLDINGS
16%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus BPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in ARKF |
Weight in BPAY |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 4.9% | 4.9% | 4.9% |
|
BLOCK INC. | 4.6% | 4.0% | 4.0% |
 |
MERCADOLIBRE INC | 2.7% | 3.0% | 2.7% |
 |
ADYEN NV | 1.7% | 1.9% | 1.7% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR CLASS A | 1.3% | 3.4% | 1.3% |
ARKF Overweight Relative to BPAY
|
SHOPIFY, INC. CLASS A | 10.6% |
|
ADVANCED MICRO DEVICES | 6.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.4% |
|
ROKU, INC. CLASS A | 4.9% |
|
COINBASE GLOBAL, INC. CLASS A | 4.5% |
|
TOAST, INC. CLASS A | 3.9% |
|
CIRCLE INTERNET GROUP INC | 3.6% |
|
META PLATFORMS INC | 2.7% |
|
AMAZON.COM INC | 2.6% |
|
SOFI TECHNOLOGIES INC | 2.1% |
ARKF Underweight Relative to BPAY
|
GLOBAL PAYMENTS INC. | -4.9% |
|
CAPITAL ONE FINANCIAL CORP | -4.2% |
 |
KASPI.KZ JSC SPONSORED GDR REGS | -4.2% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -3.5% |
|
VISA INC. CLASS A | -3.2% |
|
MASTERCARD INCORPORATED CLASS A | -3.2% |
 |
NEXI S.P.A. | -3.1% |
|
WEALTHFRONT CORP | -3.0% |
|
SCHWAB (CHARLES) CORP | -2.9% |
|
ETORO GROUP LTD-A | -2.8% |