Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
BWEB
43
HOLDINGS
24%
ALSO IN ARKK
ARKK
39
HOLDINGS
24%
ALSO IN BWEB
SECTOR DRIFT (BWEB minus ARKK)
OVERLAPPING HOLDINGS
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| Company | Weight in BWEB |
Weight in ARKK |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 8.0% | 8.8% | 8.0% |
|
ROBLOX CORP. CLASS A | 9.1% | 6.3% | 6.3% |
|
SHOPIFY, INC. CLASS A | 7.8% | 4.5% | 4.5% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.4% | 5.2% | 3.4% |
|
META PLATFORMS INC | 7.6% | 1.4% | 1.4% |
BWEB Overweight Relative to ARKK
|
EQUINIX INC | 8.2% |
|
META PLATFORMS INC | 6.2% |
|
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% |
|
SHOPIFY, INC. CLASS A | 3.4% |
|
ROBLOX CORP. CLASS A | 2.8% |
 |
GALAXY DIGITAL HOLDINGS LTD. | 2.8% |
BWEB Underweight Relative to ARKK
|
TESLA MOTORS INC | -9.5% |
|
ROKU, INC. CLASS A | -7.3% |
|
CRISPR THERAPEUTICS AG | -5.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.2% |
|
ARCHER AVIATION INC CLASS A | -2.7% |
|
BEAM THERAPEUTICS, INC. | -2.0% |
|
TWIST BIOSCIENCE CORP. | -2.0% |
|
ADVANCED MICRO DEVICES | -1.8% |
|
AMAZON.COM INC | -1.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | -1.8% |