Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
26%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
AOTG
43
HOLDINGS
35%
ALSO IN ARKF
ARKF
41
HOLDINGS
44%
ALSO IN AOTG
SECTOR DRIFT (AOTG 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 AOTG |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
| ADVANCED MICRO DEVICES | 12.4% | 5.4% | 5.4% | |
| TOAST, INC. CLASS A | 4.5% | 4.2% | 4.2% | |
| ROBINHOOD MARKETS, INC. CLASS A | 3.4% | 5.5% | 3.4% | |
| AMAZON.COM INC | 4.9% | 2.6% | 2.6% | |
| SHOPIFY, INC. CLASS A | 2.0% | 8.8% | 2.0% | |
AOTG Overweight Relative to ARKF
| MICRON TECHNOLOGY INC | 11.0% | |
| NVIDIA CORP | 9.4% | |
| ADVANCED MICRO DEVICES | 7.0% | |
| TAIWAN SEMICONDUCTOR-SP ADR | 4.9% | |
| MICROSOFT CORP | 4.4% | |
| SANDISK CORP | 4.1% | |
| ALPHABET INC. CLASS C | 3.9% | |
| SALESFORCE.COM INC | 3.7% | |
| SK HYNIX INC-ADR | 3.2% | |
| ALPHABET INC. CLASS A | 3.1% |
AOTG Underweight Relative to ARKF
| SHOPIFY, INC. CLASS A | -6.8% | |
| ROKU, INC. CLASS A | -5.0% | |
| BLOCK INC. | -5.0% | |
| COINBASE GLOBAL, INC. CLASS A | -4.6% | |
| PALANTIR TECHNOLOGIES INC. CLASS A | -4.5% | |
| CIRCLE INTERNET GROUP INC | -4.2% | |
| AIRBNB, INC. CLASS A | -2.3% | |
| BITMINE IMMERSION TECHNOLOGI | -2.2% | |
| ROBINHOOD MARKETS, INC. CLASS A | -2.1% | |
| ADYEN NV | -1.9% |