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
27%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
BWEB
43
HOLDINGS
21%
ALSO IN ARKF
ARKF
41
HOLDINGS
24%
ALSO IN BWEB
SECTOR DRIFT (BWEB minus ARKF)
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 BWEB |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 7.8% | 10.6% | 7.8% |
|
COINBASE GLOBAL, INC. CLASS A | 8.0% | 4.5% | 4.5% |
|
BLOCK INC. | 4.2% | 4.6% | 4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.4% | 4.9% | 3.4% |
|
META PLATFORMS INC | 7.6% | 2.7% | 2.7% |
BWEB Overweight Relative to ARKF
|
EQUINIX INC | 8.2% |
|
ROBLOX CORP. CLASS A | 7.4% |
|
META PLATFORMS INC | 4.9% |
|
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% |
|
COINBASE GLOBAL, INC. CLASS A | 3.4% |
 |
GALAXY DIGITAL HOLDINGS LTD. | 2.8% |
BWEB Underweight Relative to ARKF
|
ADVANCED MICRO DEVICES | -5.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.4% |
|
ROKU, INC. CLASS A | -4.9% |
|
TOAST, INC. CLASS A | -3.9% |
|
CIRCLE INTERNET GROUP INC | -3.6% |
|
SHOPIFY, INC. CLASS A | -2.8% |
 |
MERCADOLIBRE INC | -2.7% |
|
AMAZON.COM INC | -2.6% |
|
SOFI TECHNOLOGIES INC | -2.1% |
|
AIRBNB, INC. CLASS A | -2.1% |