Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
FDRS
50
HOLDINGS
26%
ALSO IN ARKF
ARKF
41
HOLDINGS
38%
ALSO IN FDRS
SECTOR DRIFT (FDRS minus ARKF)
OVERLAPPING HOLDINGS
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| Company | Weight in FDRS |
Weight in ARKF |
Overlap | |
|---|---|---|---|---|
 |
PALANTIR TECHNOLOGIES INC. CLASS A | 6.8% | 4.5% | 4.5% |
|
SHOPIFY, INC. CLASS A | 3.1% | 8.8% | 3.1% |
|
META PLATFORMS INC | 9.9% | 2.3% | 2.3% |
|
NVIDIA CORP | 9.4% | 1.9% | 1.9% |
|
ROBINHOOD MARKETS, INC. CLASS A | 1.7% | 5.5% | 1.7% |
FDRS Overweight Relative to ARKF
|
TESLA MOTORS INC | 8.1% |
|
META PLATFORMS INC | 7.6% |
|
NVIDIA CORP | 7.5% |
|
ORACLE CORP | 4.9% |
|
SALESFORCE.COM INC | 3.7% |
|
ARISTA NETWORKS, INC. | 3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.2% |
|
DELL TECHNOLOGIES INC CLASS C | 3.0% |
|
BLACKROCK INC | 2.9% |
|
CAPITAL ONE FINANCIAL CORP | 2.4% |
FDRS Underweight Relative to ARKF
|
SHOPIFY, INC. CLASS A | -5.7% |
|
ADVANCED MICRO DEVICES | -5.4% |
|
ROKU, INC. CLASS A | -5.0% |
|
CIRCLE INTERNET GROUP INC | -4.4% |
|
TOAST, INC. CLASS A | -4.2% |
|
BLOCK INC. | -4.2% |
|
COINBASE GLOBAL, INC. CLASS A | -4.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.9% |
 |
MERCADOLIBRE INC | -2.8% |
|
AMAZON.COM INC | -2.6% |