ARKK vs QQQ

ARK Innovation ETF vs Invesco QQQ Trust. Holdings overlap, sector exposure, and key differences compared.

ETF A
ARKK
ARK Innovation ETF
Holdings44
CategoryTechnology
ETF B
QQQ
Invesco QQQ Trust
Holdings103

Holdings overlap

17.1%
Weighted overlap
10
Shared holdings
34
Unique to ARKK
93
Unique to QQQ

ARKK and QQQ share 10 holdings, representing 17.1% weighted overlap. These funds are quite different. Combining them provides genuine diversification.

Shared holdings

Each band represents a holding. Shared holdings are connected by ribbons between ARKK and QQQ. Band height reflects the holding's weight in the fund. Colour indicates sector.

Band height = weight in ETF · Color = sector · Ribbons = shared holdings
ARKKQQQTSLA10.2%AMD4.8%SHOP4.4%PLTR3.0%AMZN2.5%GOOG1.9%TEM5.1%HOOD5.1%CRSP4.8%ROKU4.2%COIN3.7%29 more unique45.8%TSLA3.3%AMD2.7%AMZN5.0%GOOG3.4%NVDA9.0%AVGO3.4%META3.5%GOOGL3.6%AAPL7.0%MSFT5.6%WMT3.1%MU2.9%INTC2.3%88 more unique42.8%
31.3% of ARKK is shared36.3% of QQQ is shared

Sector breakdown

Side-by-side sector exposure. Bars grow outward from the centre. Wider bars mean higher allocation.

ARKK - ARK Innovation ETF
QQQ - Invesco QQQ Trust
24.5%
Technology
53.6%
28.2%
Healthcare
4.0%
10.1%
Communication Services
15.3%
14.6%
Financial Services
1.8%
14.0%
Consumer Cyclical
11.6%
Consumer Defensive
7.6%
5.2%
Industrials
2.9%
Utilities
1.4%
Basic Materials
1.1%
Energy
0.6%

Geographic exposure

ARKK

North AmericaEuropeAsia-PacificUnited States85.3%Canada4.4%Switzerland4.8%China
North America89.7%Europe4.8%Asia-Pacific2.3%

QQQ

North AmericaEuropeUnited States94.8%United Kin…Netherlands
North America95.8%Europe3.4%Asia-Pacific0.3%Latin America0.4%Other0.3%

Top holdings compared

Top shared holdings

HoldingARKK weightQQQ weight
TSLATesla Inc10.24%3.31%
NVDANVIDIA Corporation1.73%9.04%
AMZNAmazon.com Inc2.54%5.02%
AMDAdvanced Micro Devices Inc4.84%2.70%
GOOGAlphabet Inc Class C1.91%3.36%
SHOPShopify Inc4.43%0.73%
AVGOBroadcom Inc1.16%3.42%
PLTRPalantir Technologies Inc.2.97%1.55%
METAMeta Platforms Inc.0.95%3.51%
GOOGLAlphabet Inc Class A0.52%3.62%

Unique to ARKK

TEM5.12%
HOOD5.09%
CRSP4.81%
ROKU4.16%
COIN3.71%

Unique to QQQ

AAPL7.05%
MSFT5.60%
WMT3.07%
MU2.86%
INTC2.32%

Key differences

Market capitalisation breakdown shows how each fund is distributed across company sizes.

Mega
31.3%
-
Big
4.2%
-
Medium
34.7%
-
Small
15.5%
-
Micro
11.6%
-
ARKKQQQ

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ARKK vs QQQ: Holdings Overlap, Sectors & Full Comparison - FundBlender