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
11%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ARKF
41
HOLDINGS
15%
ALSO IN TOGA
TOGA
29
HOLDINGS
17%
ALSO IN ARKF
SECTOR DRIFT (ARKF minus TOGA)
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 TOGA |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 10.4% | 3.9% | 3.9% |
 |
MERCADOLIBRE INC | 2.5% | 3.2% | 2.5% |
|
SPOTIFY TECHNOLOGY SA | 1.7% | 5.7% | 1.7% |
|
DRAFTKINGS INC CLASS A | 1.6% | 2.2% | 1.6% |
|
DOORDASH, INC. CLASS A | 1.4% | 4.1% | 1.4% |
ARKF Overweight Relative to TOGA
|
SHOPIFY, INC. CLASS A | 6.5% |
|
ADVANCED MICRO DEVICES | 6.1% |
|
ROKU, INC. CLASS A | 5.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.1% |
|
BLOCK INC. | 4.9% |
|
TOAST, INC. CLASS A | 4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.1% |
|
COINBASE GLOBAL, INC. CLASS A | 3.9% |
|
CIRCLE INTERNET GROUP INC | 3.4% |
|
AMAZON.COM INC | 2.6% |
ARKF Underweight Relative to TOGA
 |
CTS EVENTIM | -4.7% |
|
MATCH GROUP, INC. | -4.3% |
|
REALREAL, INC. | -4.3% |
|
UBER TECHNOLOGIES, INC. | -4.2% |
|
WYNDHAM HOTELS & RESORTS, INC. | -4.1% |
|
FORTRESS TRANSPORTATION & INFRASTRUC | -4.0% |
|
SPOTIFY TECHNOLOGY SA | -4.0% |
|
Q2 HOLDINGS INC | -3.8% |
|
LIVE NATION INC | -3.8% |
|
WINGSTOP, INC. | -3.7% |