ARKK vs QQQ

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

ETF A
ARKK
ARK Innovation ETF
Holdings42
CategoryMid-Cap Growth
ETF B
QQQ
Invesco QQQ Trust
Holdings50
CategoryLarge Growth

Holdings overlap

13.1%
Weighted overlap
9
Shared holdings
33
Unique to ARKK
41
Unique to QQQ

ARKK and QQQ share 9 holdings, representing 13.1% 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
ARKKQQQTSLA10.4%SHOP4.8%AMD4.0%PLTR3.6%AMZN2.1%CRSP6.2%TEM4.9%CRCL4.5%COIN4.4%HOOD4.3%28 more unique44.4%TSLA3.3%AMD2.1%PLTR1.6%AMZN4.9%NVDA8.7%AVGO3.3%GOOG3.3%META3.6%AAPL7.4%MSFT5.4%GOOGL3.6%WMT3.4%MU2.5%36 more unique33.3%

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
47.1%
28.2%
Healthcare
3.9%
15.9%
Financial Services
9.8%
Communication Services
15.2%
13.4%
Consumer Cyclical
10.9%
Consumer Defensive
7.0%
5.0%
Industrials
1.2%
Basic Materials
1.3%
Utilities
0.5%

Geographic exposure

ARKK

North AmericaEuropeAsia-PacificUnited States82.3%Canada4.8%Switzerland6.2%ChinaTaiwan
North America87.1%Europe6.3%Asia-Pacific3.4%

QQQ

North AmericaEuropeUnited States83.3%United Kin…
North America84.1%Europe2.5%Latin America0.5%

Top holdings compared

Top shared holdings

HoldingARKK weightQQQ weight
TSLATesla Inc10.41%3.34%
NVDANVIDIA Corporation1.16%8.66%
AMZNAmazon.com Inc2.06%4.86%
AMDAdvanced Micro Devices Inc3.97%2.06%
SHOPShopify Inc4.80%0.74%
PLTRPalantir Technologies Inc.3.57%1.60%
AVGOBroadcom Inc0.97%3.26%
GOOGAlphabet Inc Class C0.84%3.33%
METAMeta Platforms Inc.0.37%3.59%

Unique to ARKK

CRSP6.21%
TEM4.89%
CRCL4.52%
COIN4.41%
HOOD4.27%

Unique to QQQ

AAPL7.41%
MSFT5.37%
GOOGL3.59%
WMT3.38%
MU2.54%

Key differences

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

Mega
24.0%
51.2%
Big
8.8%
36.7%
Medium
37.8%
11.3%
Small
11.7%
-
Micro
14.6%
-
ARKKQQQ

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