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
15%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
ARKF
43
HOLDINGS
18%
ALSO IN BPAY
BPAY
47
HOLDINGS
17%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus BPAY)
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 BPAY |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 5.3% | 6.0% | 5.3% |
|
COINBASE GLOBAL, INC. CLASS A | 6.4% | 3.0% | 3.0% |
|
BLOCK INC. | 2.9% | 4.5% | 2.9% |
 |
NU HOLDINGS LTD. CLASS A | 1.7% | 4.0% | 1.7% |
 |
ADYEN NV | 2.2% | 1.6% | 1.6% |
ARKF Overweight Relative to BPAY
|
SHOPIFY, INC. CLASS A | 9.5% |
|
ROBLOX CORP. CLASS A | 4.6% |
|
SOFI TECHNOLOGIES INC | 4.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.5% |
|
TOAST, INC. CLASS A | 4.0% |
|
COINBASE GLOBAL, INC. CLASS A | 3.4% |
|
ROKU, INC. CLASS A | 3.1% |
 |
MERCADOLIBRE INC | 2.8% |
|
META PLATFORMS INC | 2.2% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.2% |
ARKF Underweight Relative to BPAY
|
SYNCHRONY FINANCIAL | -6.2% |
|
SCHWAB (CHARLES) CORP | -6.0% |
|
CAPITAL ONE FINANCIAL CORP | -5.9% |
 |
KIWOOM SECURITIES CO LTD | -5.3% |
 |
PAGAYA TECHNOLOGIES LTD CLASS A | -5.1% |
 |
AIRTEL AFRICA PLC | -4.4% |
|
DUN & BRADSTREET HOLDINGS INC | -4.1% |
|
PAYPAL HOLDINGS INC | -4.0% |
 |
NEXI S.P.A. | -3.7% |
|
GLOBAL PAYMENTS INC. | -3.5% |