Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
16%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
IPAY
40
HOLDINGS
13%
ALSO IN ARKF
ARKF
41
HOLDINGS
16%
ALSO IN IPAY
SECTOR DRIFT (IPAY 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 IPAY |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
| COINBASE GLOBAL, INC. CLASS A | 5.4% | 5.8% | 5.4% | |
| BLOCK INC. | 5.3% | 4.2% | 4.2% | |
| TOAST, INC. CLASS A | 4.8% | 4.0% | 4.0% | |
| ADYEN NV | 5.6% | 2.0% | 2.0% | |
| PAYPAL HOLDINGS INC | 5.1% | 0.7% | 0.7% | |
IPAY Overweight Relative to ARKF
| VISA INC. CLASS A | 6.0% | |
| MASTERCARD INCORPORATED CLASS A | 6.0% | |
| AMERICAN EXPRESS CO | 5.5% | |
| CAPITAL ONE FINANCIAL CORP | 5.4% | |
| FIDELITY NATIONAL INFORMATION SERVIC | 4.8% | |
| WISE PLC CLASS A | 4.7% | |
| PAYPAL HOLDINGS INC | 4.4% | |
| FISERV, INC. | 4.4% | |
| AFFIRM HOLDINGS, INC. CLASS A | 4.3% | |
| CORPAY INC | 4.3% |
IPAY Underweight Relative to ARKF
| SHOPIFY, INC. CLASS A | -8.8% | |
| PALANTIR TECHNOLOGIES INC. CLASS A | -4.6% | |
| ROBINHOOD MARKETS, INC. CLASS A | -3.9% | |
| ROKU, INC. CLASS A | -3.5% | |
| SOFI TECHNOLOGIES INC | -2.8% | |
| MERCADOLIBRE INC | -2.8% | |
| META PLATFORMS INC | -2.7% | |
| ADVANCED MICRO DEVICES | -2.5% | |
| AMAZON.COM INC | -2.5% | |
| ROBLOX CORP. CLASS A | -2.4% |