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ETF comparison

ARKF vs ICLN

Both Thematic.

ARK Blockchain & Fintech Innovation ETF · iShares Global Clean Energy ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of ARKF and ICLN would leave roughly 0.0% of each dollar exposed to the same underlying securities.

ARKF unmatched 97.0% Shared 0.0% ICLN unmatched 98.9%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In ARKF only
38 positions
Shared
0 positions
In ICLN only
104 positions

Side by side

ARKF

ARK Blockchain & Fintech Innovation ETF

ARK · Thematic

44 composite / 100
Expense ratio
0.75%
Net assets
$830.9M
TTM yield
0.10%
Top-10 conc.
54.7%
ICLN

iShares Global Clean Energy ETF

iShares · Thematic

64 composite / 100
Expense ratio
0.38%
Net assets
$2.23B
TTM yield
1.15%
Top-10 conc.
49.2%

Sub-score comparison

25
Cost
62
78
Tax efficiency
76
53
Liquidity
72
36
Concentration
44
—
Tracking quality
—
ARKF sub-score ICLN

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

ICLN is 37 bps cheaper than ARKF. On a $100,000 position that's about $370/yr more in fees for ARKF.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ARKF vs ICLN.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in ARKF

38 total
  • SHOPIFY INC 9.24%
  • BLOCK INC 6.64%
  • ARK 21SHARES BITCOIN ETF 6.24%
  • ROBINHOOD MARKETS INC 5.36%
  • COINBASE GLOBAL INC 5.25%
  • TOAST INC 5.13%
  • CIRCLE INTERNET GROUP INC 4.78%
  • AMAZON.COM INC 4.35%
  • PALANTIR TECHNOLOGIES INC 4.23%
  • ADVANCED MICRO DEVICES INC 3.51%

Only in ICLN

104 total
  • FIRST SOLAR, INC. 8.06%
  • China Yangtze Power Co., Ltd. 7.83%
  • NEXTPOWER INC. 7.01%
  • BLOOM ENERGY CORPORATION 6.93%
  • ENPHASE ENERGY, INC. 4.59%
  • VESTAS WIND SYSTEMS A/S 3.63%
  • EQUATORIAL S.A. 3.30%
  • EDP, S.A. 2.70%
  • PLUG POWER INC. 2.67%
  • Chubu Electric Power Company, Incorporated 2.52%

Percentages are holdings overlap with the named fund.

Open ARKF or ICLN at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.