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
5
# OF OVERLAPPING
HOLDINGS
ARKF
39
HOLDINGS
16%
ALSO IN IPAY
IPAY
39
HOLDINGS
13%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus IPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in ARKF |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 6.5% | 4.6% | 4.6% |
|
TOAST, INC. CLASS A | 4.2% | 4.2% | 4.2% |
|
BLOCK INC. | 2.9% | 4.3% | 2.9% |
 |
ADYEN NV | 2.2% | 4.3% | 2.2% |
|
PAYPAL HOLDINGS INC | 0.8% | 5.8% | 0.8% |
ARKF Overweight Relative to IPAY
|
SHOPIFY, INC. CLASS A | 9.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 5.0% |
|
ROBLOX CORP. CLASS A | 4.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.3% |
|
SOFI TECHNOLOGIES INC | 4.2% |
|
ROKU, INC. CLASS A | 2.9% |
 |
MERCADOLIBRE INC | 2.6% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.3% |
|
META PLATFORMS INC | 2.2% |
|
PINTEREST, INC. CLASS A | 2.2% |
ARKF Underweight Relative to IPAY
|
AMERICAN EXPRESS CO | -6.4% |
|
MASTERCARD INCORPORATED CLASS A | -6.0% |
|
VISA INC. CLASS A | -5.9% |
|
FISERV, INC. | -5.9% |
|
PAYPAL HOLDINGS INC | -5.0% |
 |
WISE PLC CLASS A | -4.8% |
|
AFFIRM HOLDINGS, INC. CLASS A | -4.7% |
|
GLOBAL PAYMENTS INC. | -4.4% |
|
CORPAY INC | -4.3% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -4.2% |