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
13
Number of overlapping holdings
43.3%
% of ARKF's 32 holdings also in BYOB
17.3%
% of BYOB's 75 holdings also in ARKF
Overlap by Weight
Sector Drift (ARKF minus BYOB)
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 BYOB |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 11.4% | 5.9% | 5.9% |
|
SHOPIFY, INC. CLASS A | 7.5% | 4.4% | 4.4% |
|
UIPATH INC CLASS A | 5.0% | 3.7% | 3.7% |
|
DRAFTKINGS INC CLASS A | 7.1% | 3.4% | 3.4% |
|
BLOCK INC. | 8.6% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
ARKF Overweight Relative to BYOB
|
BLOCK INC. | 5.8% |
|
COINBASE GLOBAL, INC. CLASS A | 5.5% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.7% |
|
TOAST, INC. CLASS A | 4.2% |
 |
ADYEN NV | 4.1% |
|
SOFI TECHNOLOGIES INC | 4.0% |
|
DRAFTKINGS INC CLASS A | 3.8% |
 |
GLOBAL-E ONLINE LTD. | 3.7% |
|
ROKU, INC. CLASS A | 3.4% |
|
INTUIT INC | 3.2% |
ARKF Underweight Relative to BYOB
|
UBER TECHNOLOGIES, INC. | -3.8% |
|
AIRBNB, INC. CLASS A | -3.4% |
|
OSCAR HEALTH, INC. CLASS A | -3.3% |
|
STONECO LTD. CLASS A | -3.1% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -3.0% |
|
MONDAY.COM LTD. | -2.7% |
|
SNOWFLAKE, INC. CLASS A | -2.7% |
|
SPOTIFY TECHNOLOGY SA | -2.5% |
|
UPWORK, INC. | -2.3% |
|
UNITY SOFTWARE, INC. | -2.0% |