Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SFYF
50
HOLDINGS
25%
ALSO IN ARKW
ARKW
40
HOLDINGS
38%
ALSO IN SFYF
SECTOR DRIFT (SFYF minus ARKW)
OVERLAPPING HOLDINGS
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| Company | Weight in SFYF |
Weight in ARKW |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.6% | 9.7% | 9.6% |
|
ADVANCED MICRO DEVICES | 3.5% | 6.9% | 3.5% |
|
ALPHABET INC. CLASS C | 3.1% | 3.6% | 3.1% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.0% | 3.4% | 3.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.9% | 2.9% | 2.9% |
SFYF Overweight Relative to ARKW
|
NVIDIA CORP | 6.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.7% |
|
AMAZON.COM INC | 4.3% |
|
APPLE INC | 4.3% |
|
ALPHABET INC. CLASS A | 3.9% |
|
MICROSOFT CORP | 3.8% |
|
COSTCO WHOLESALE CORP | 3.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
UNITEDHEALTH GROUP INC | 2.4% |
|
MICRON TECHNOLOGY INC | 2.3% |
SFYF Underweight Relative to ARKW
|
ROKU, INC. CLASS A | -5.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | -4.6% |
|
ROBLOX CORP. CLASS A | -3.8% |
|
SHOPIFY, INC. CLASS A | -3.6% |
|
ADVANCED MICRO DEVICES | -3.4% |
|
BLOCK INC. | -2.8% |
|
COINBASE GLOBAL, INC. CLASS A | -2.7% |
|
CLOUDFLARE INC CLASS A | -1.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.7% |
 |
BAIDU INC - SPON ADR | -1.5% |