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
ARKF
41
HOLDINGS
16%
ALSO IN IPAY
IPAY
39
HOLDINGS
13%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus IPAY)
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 IPAY |
Overlap | |
|---|---|---|---|---|
 |
TOAST, INC. CLASS A | 4.3% | 4.4% | 4.3% |
|
COINBASE GLOBAL, INC. CLASS A | 6.0% | 4.2% | 4.2% |
|
BLOCK INC. | 4.0% | 4.7% | 4.0% |
 |
ADYEN NV | 2.7% | 6.3% | 2.7% |
|
PAYPAL HOLDINGS INC | 0.8% | 5.3% | 0.8% |
ARKF Overweight Relative to IPAY
|
SHOPIFY, INC. CLASS A | 9.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 5.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 4.5% |
|
SOFI TECHNOLOGIES INC | 3.6% |
|
ROKU, INC. CLASS A | 3.5% |
 |
MERCADOLIBRE INC | 3.0% |
|
ROBLOX CORP. CLASS A | 2.5% |
|
AMAZON.COM INC | 2.4% |
|
META PLATFORMS INC | 2.4% |
|
DRAFTKINGS INC CLASS A | 2.4% |
ARKF Underweight Relative to IPAY
|
VISA INC. CLASS A | -6.0% |
|
MASTERCARD INCORPORATED CLASS A | -6.0% |
|
AMERICAN EXPRESS CO | -6.0% |
|
AFFIRM HOLDINGS, INC. CLASS A | -5.3% |
|
FISERV, INC. | -4.8% |
|
CORPAY INC | -4.8% |
|
PAYPAL HOLDINGS INC | -4.5% |
|
GLOBAL PAYMENTS INC. | -4.5% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -4.4% |
 |
WISE PLC CLASS A | -4.2% |