Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
AOTG
41
HOLDINGS
37%
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 | 15.4% | 6.2% | 6.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.8% | 4.6% | 3.8% |
|
TOAST, INC. CLASS A | 4.6% | 3.5% | 3.5% |
|
AMAZON.COM INC | 4.4% | 2.9% | 2.9% |
|
SHOPIFY, INC. CLASS A | 2.0% | 7.8% | 2.0% |
AOTG Overweight Relative to ARKF
|
MICRON TECHNOLOGY INC | 9.5% |
|
ADVANCED MICRO DEVICES | 9.2% |
|
NVIDIA CORP | 8.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 6.8% |
|
APPLOVIN CORP. CLASS A | 5.3% |
|
ALPHABET INC. CLASS A | 4.1% |
|
MICROSOFT CORP | 4.0% |
|
ORACLE CORP | 3.3% |
|
ALPHABET INC. CLASS C | 3.0% |
|
SALESFORCE.COM INC | 2.8% |
AOTG Underweight Relative to ARKF
|
SHOPIFY, INC. CLASS A | -5.8% |
|
CIRCLE INTERNET GROUP INC | -5.0% |
|
COINBASE GLOBAL, INC. CLASS A | -5.0% |
|
BLOCK INC. | -4.9% |
|
ROKU, INC. CLASS A | -4.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |
|
SOFI TECHNOLOGIES INC | -2.0% |
 |
ADYEN NV | -1.9% |
 |
DISCOVERY HOLDINGS LIMITED | -1.9% |