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
IPAY
39
HOLDINGS
13%
ALSO IN ARKF
ARKF
41
HOLDINGS
16%
ALSO IN IPAY
SECTOR DRIFT (IPAY minus ARKF)
OVERLAPPING HOLDINGS
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| Company | Weight in IPAY |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 4.7% | 6.2% | 4.7% |
|
TOAST, INC. CLASS A | 4.4% | 4.1% | 4.1% |
|
BLOCK INC. | 4.4% | 3.7% | 3.7% |
 |
ADYEN NV | 5.9% | 2.4% | 2.4% |
|
PAYPAL HOLDINGS INC | 5.7% | 0.8% | 0.8% |
IPAY Overweight Relative to ARKF
|
AMERICAN EXPRESS CO | 6.1% |
|
VISA INC. CLASS A | 6.0% |
|
MASTERCARD INCORPORATED CLASS A | 6.0% |
|
PAYPAL HOLDINGS INC | 4.9% |
|
FISERV, INC. | 4.8% |
|
GLOBAL PAYMENTS INC. | 4.7% |
|
CORPAY INC | 4.6% |
|
FIDELITY NATIONAL INFORMATION SERVIC | 4.4% |
|
AFFIRM HOLDINGS, INC. CLASS A | 4.4% |
 |
WISE PLC CLASS A | 4.3% |
IPAY Underweight Relative to ARKF
|
SHOPIFY, INC. CLASS A | -10.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | -5.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.5% |
|
SOFI TECHNOLOGIES INC | -3.7% |
|
ROKU, INC. CLASS A | -3.4% |
|
ROBLOX CORP. CLASS A | -2.9% |
 |
MERCADOLIBRE INC | -2.7% |
|
DRAFTKINGS INC CLASS A | -2.4% |
|
META PLATFORMS INC | -2.3% |
|
ADVANCED MICRO DEVICES | -2.2% |