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
26%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
ARKW
39
HOLDINGS
32%
ALSO IN BWEB
BWEB
43
HOLDINGS
29%
ALSO IN ARKW
SECTOR DRIFT (ARKW minus BWEB)
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 ARKW |
Weight in BWEB |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 4.4% | 7.8% | 4.4% |
|
COINBASE GLOBAL, INC. CLASS A | 3.4% | 8.0% | 3.4% |
|
ROBINHOOD MARKETS, INC. CLASS A | 5.4% | 3.4% | 3.4% |
|
BLOCK INC. | 2.7% | 4.2% | 2.7% |
|
ROBLOX CORP. CLASS A | 2.5% | 9.1% | 2.5% |
ARKW Overweight Relative to BWEB
|
TESLA MOTORS INC | 8.8% |
|
ADVANCED MICRO DEVICES | 8.2% |
|
CIRCLE INTERNET GROUP INC | 4.4% |
|
ROKU, INC. CLASS A | 4.1% |
|
AMAZON.COM INC | 3.8% |
|
COREWEAVE INC-CL A | 3.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.6% |
|
DATADOG INC CLASS A | 2.5% |
|
BROADCOM INC. | 2.2% |
ARKW Underweight Relative to BWEB
|
EQUINIX INC | -8.2% |
|
ROBLOX CORP. CLASS A | -6.6% |
|
META PLATFORMS INC | -5.6% |
|
ELECTRONIC ARTS INC | -4.8% |
|
COINBASE GLOBAL, INC. CLASS A | -4.6% |
|
MARATHON DIGITAL HOLDINGS INC | -4.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -4.1% |
|
UNITY SOFTWARE, INC. | -3.7% |
|
SHOPIFY, INC. CLASS A | -3.5% |
 |
GALAXY DIGITAL HOLDINGS LTD. | -2.8% |