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
21%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
35%
ALSO IN BJK
BJK
41
HOLDINGS
35%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus BJK)
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 ARKF |
Weight in BJK |
Overlap | |
|---|---|---|---|---|
 |
ROBINHOOD MARKETS, INC. CLASS A | 5.5% | 4.9% | 4.9% |
|
AIRBNB, INC. CLASS A | 2.3% | 6.1% | 2.3% |
|
COINBASE GLOBAL, INC. CLASS A | 4.7% | 2.0% | 2.0% |
|
BLOCK INC. | 5.0% | 1.9% | 1.9% |
 |
NU HOLDINGS LTD. CLASS A | 1.9% | 3.1% | 1.9% |
ARKF Overweight Relative to BJK
|
SHOPIFY, INC. CLASS A | 8.8% |
|
ADVANCED MICRO DEVICES | 5.4% |
|
ROKU, INC. CLASS A | 5.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.5% |
|
CIRCLE INTERNET GROUP INC | 4.4% |
|
TOAST, INC. CLASS A | 4.2% |
|
BLOCK INC. | 3.0% |
 |
MERCADOLIBRE INC | 2.8% |
|
COINBASE GLOBAL, INC. CLASS A | 2.7% |
|
AMAZON.COM INC | 2.6% |
ARKF Underweight Relative to BJK
 |
SHOPIFY, INC. CLASS A | -10.3% |
|
SCHWAB (CHARLES) CORP | -8.8% |
|
UBER TECHNOLOGIES, INC. | -8.5% |
 |
NETEASE.COM INC-ADR | -7.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -6.0% |
|
CME GROUP INC | -4.6% |
|
DOORDASH, INC. CLASS A | -4.6% |
|
AIRBNB, INC. CLASS A | -3.8% |
|
EBAY INC | -3.2% |
|
ROBLOX CORP. CLASS A | -2.9% |