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
34%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
BWEB
43
HOLDINGS
29%
ALSO IN ARKW
ARKW
39
HOLDINGS
33%
ALSO IN BWEB
SECTOR DRIFT (BWEB minus ARKW)
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 ARKW |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 8.0% | 8.8% | 8.0% |
|
ROBLOX CORP. CLASS A | 9.1% | 6.1% | 6.1% |
|
SHOPIFY, INC. CLASS A | 7.8% | 4.7% | 4.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.4% | 7.0% | 3.4% |
|
META PLATFORMS INC | 7.6% | 2.9% | 2.9% |
BWEB Overweight Relative to ARKW
|
EQUINIX INC | 8.2% |
|
ELECTRONIC ARTS INC | 4.8% |
|
META PLATFORMS INC | 4.7% |
|
MARATHON DIGITAL HOLDINGS INC | 4.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.1% |
|
SHOPIFY, INC. CLASS A | 3.2% |
|
ROBLOX CORP. CLASS A | 3.1% |
|
CLOUDFLARE INC CLASS A | 3.0% |
 |
GALAXY DIGITAL HOLDINGS LTD. | 2.8% |
|
CLEANSPARK, INC. | 2.8% |
BWEB Underweight Relative to ARKW
|
TESLA MOTORS INC | -6.7% |
|
ROKU, INC. CLASS A | -5.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.7% |
|
ADVANCED MICRO DEVICES | -2.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |
|
GITLAB, INC. CLASS A | -2.0% |
 |
GENIUS SPORTS LIMITED | -1.9% |
|
AMAZON.COM INC | -1.8% |
|
DRAFTKINGS INC CLASS A | -1.6% |