Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

OVERLAP
32%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ARKF
38
HOLDINGS
26%
ALSO IN BWEB
BWEB
43
HOLDINGS
21%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus BWEB)
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 BWEB |
Overlap | |
---|---|---|---|---|
COINBASE GLOBAL, INC. CLASS A | 9.1% | 8.0% | 8.0% | |
SHOPIFY, INC. CLASS A | 9.1% | 7.8% | 7.8% | |
ROBLOX CORP. CLASS A | 5.2% | 9.1% | 5.2% | |
BLOCK INC. | 3.4% | 4.2% | 3.4% | |
ROBINHOOD MARKETS, INC. CLASS A | 8.2% | 3.4% | 3.4% |
ARKF Overweight Relative to BWEB
ROBINHOOD MARKETS, INC. CLASS A | 4.8% | |
TOAST, INC. CLASS A | 4.6% | |
PALANTIR TECHNOLOGIES INC. CLASS A | 3.8% | |
MERCADOLIBRE INC | 3.1% | |
ROKU, INC. CLASS A | 3.1% | |
ADYEN NV | 2.9% | |
SOFI TECHNOLOGIES INC | 2.5% | |
DRAFTKINGS INC CLASS A | 2.3% | |
PINTEREST, INC. CLASS A | 2.2% | |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.1% |
ARKF Underweight Relative to BWEB
EQUINIX INC | -8.2% | |
META PLATFORMS INC | -5.2% | |
CLOUDFLARE INC CLASS A | -4.8% | |
ELECTRONIC ARTS INC | -4.8% | |
MARATHON DIGITAL HOLDINGS INC | -4.3% | |
TAKE-TWO INTERACTIVE SOFTWRE | -4.1% | |
ROBLOX CORP. CLASS A | -4.0% | |
UNITY SOFTWARE, INC. | -3.7% | |
GALAXY DIGITAL HOLDINGS LTD. | -2.8% | |
CLEANSPARK, INC. | -2.8% |