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
16%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ARKF
38
HOLDINGS
16%
ALSO IN IPAY
IPAY
37
HOLDINGS
14%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus IPAY)
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 IPAY |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 6.6% | 5.4% | 5.4% |
|
TOAST, INC. CLASS A | 4.8% | 4.7% | 4.7% |
|
BLOCK INC. | 2.9% | 5.8% | 2.9% |
 |
ADYEN NV | 2.5% | 4.2% | 2.5% |
|
PAYPAL HOLDINGS INC | 0.9% | 5.6% | 0.9% |
ARKF Overweight Relative to IPAY
|
SHOPIFY, INC. CLASS A | 9.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 8.5% |
|
ROBLOX CORP. CLASS A | 5.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.1% |
|
SOFI TECHNOLOGIES INC | 3.6% |
 |
MERCADOLIBRE INC | 2.8% |
|
ROKU, INC. CLASS A | 2.6% |
|
META PLATFORMS INC | 2.4% |
|
DRAFTKINGS INC CLASS A | 2.2% |
|
PINTEREST, INC. CLASS A | 2.2% |
ARKF Underweight Relative to IPAY
|
AMERICAN EXPRESS CO | -6.0% |
|
MASTERCARD INCORPORATED CLASS A | -5.8% |
|
AFFIRM HOLDINGS, INC. CLASS A | -5.7% |
|
VISA INC. CLASS A | -5.6% |
|
FISERV, INC. | -4.9% |
|
PAYPAL HOLDINGS INC | -4.8% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -4.5% |
 |
WISE PLC CLASS A | -4.3% |
|
GLOBAL PAYMENTS INC. | -4.3% |
|
CORPAY INC | -4.1% |