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ETF comparison

ARKF vs SKYY

Both Thematic.

ARK Blockchain & Fintech Innovation ETF · First Trust Cloud Computing ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.7 %

4 positions appear in both funds. Buying equal dollars of ARKF and SKYY would leave roughly 6.7% of each dollar exposed to the same underlying securities.

ARKF unmatched 90.3% Shared 6.7% SKYY unmatched 93.3%

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
34 positions
Shared
4 positions
In SKYY only
60 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%
SKYY

First Trust Cloud Computing ETF

First Trust · Thematic

61 composite / 100
Expense ratio
0.60%
Net assets
$3.33B
TTM yield
0.00%
Top-10 conc.
36.2%

Sub-score comparison

25
Cost
40
78
Tax efficiency
78
53
Liquidity
79
36
Concentration
63
—
Tracking quality
—
ARKF sub-score SKYY

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

Cost difference

SKYY is 15 bps cheaper than ARKF. On a $100,000 position that's about $150/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 SKYY.

Top shared holdings

4 shared in total
# Holding In ARKF In SKYY Overlap
1 AMAZON.COM INC 4.35% 3.45% 3.45%
2 SHOPIFY INC 9.24% 1.89% 1.89%
3 TOAST INC 5.13% 0.70% 0.70%
4 CROWDSTRIKE HOLDINGS INC 2.32% 0.68% 0.68%

Only in ARKF

34 total
  • BLOCK INC 6.64%
  • ARK 21SHARES BITCOIN ETF 6.24%
  • ROBINHOOD MARKETS INC 5.36%
  • COINBASE GLOBAL INC 5.25%
  • CIRCLE INTERNET GROUP INC 4.78%
  • PALANTIR TECHNOLOGIES INC 4.23%
  • ADVANCED MICRO DEVICES INC 3.51%
  • META PLATFORMS INC 3.50%
  • MERCADOLIBRE INC 3.48%
  • SOFI TECHNOLOGIES INC 2.65%

Only in SKYY

60 total
  • ARISTA NETWORKS INC 4.18%
  • DIGITALOCEAN HOLDINGS INC 3.95%
  • EVERPURE INC 3.89%
  • NUTANIX INC 3.84%
  • INTERNATIONAL BUSINESS MACHINES CORP 3.70%
  • ALPHABET INC 3.68%
  • MONGODB INC 3.27%
  • MICROSOFT CORP 3.25%
  • COREWEAVE INC 2.97%
  • CLOUDFLARE INC 2.65%

Percentages are holdings overlap with the named fund.

Open ARKF or SKYY 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.