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
30%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
ARKF
40
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 | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 9.8% | 7.8% | 7.8% |
|
COINBASE GLOBAL, INC. CLASS A | 6.6% | 8.0% | 6.6% |
|
ROBLOX CORP. CLASS A | 4.1% | 9.1% | 4.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | 7.5% | 3.4% | 3.4% |
|
BLOCK INC. | 3.2% | 4.2% | 3.2% |
ARKF Overweight Relative to BWEB
|
TOAST, INC. CLASS A | 4.5% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.1% |
|
SOFI TECHNOLOGIES INC | 4.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.0% |
|
ROKU, INC. CLASS A | 3.1% |
 |
MERCADOLIBRE INC | 2.8% |
 |
ADYEN NV | 2.5% |
|
DRAFTKINGS INC CLASS A | 2.3% |
|
PINTEREST, INC. CLASS A | 2.3% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.2% |
ARKF Underweight Relative to BWEB
|
EQUINIX INC | -8.2% |
|
META PLATFORMS INC | -5.3% |
|
ROBLOX CORP. CLASS A | -5.0% |
|
CLOUDFLARE INC CLASS A | -4.8% |
|
ELECTRONIC ARTS INC | -4.8% |
|
MARATHON DIGITAL HOLDINGS INC | -4.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -4.1% |
|
UNITY SOFTWARE, INC. | -3.7% |
 |
GALAXY DIGITAL HOLDINGS LTD. | -2.8% |
|
CLEANSPARK, INC. | -2.8% |