ETF comparison
ARKF vs VGT
Thematic vs Technology.
ARK Blockchain & Fintech Innovation ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
6 positions appear in both funds. Buying equal dollars of ARKF and VGT would leave roughly 7.9% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VGT is 66 bps cheaper than ARKF. On a $100,000 position that's about $660/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 VGT.
Top shared holdings
6 shared in total| # | Holding | In ARKF | In VGT | Overlap |
|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | 3.51% | 3.21% | 3.21% |
| 2 | NVIDIA CORP | 2.55% | 16.82% | 2.55% |
| 3 | PALANTIR TECHNOLOGIES INC | 4.23% | 1.35% | 1.35% |
| 4 | CROWDSTRIKE HOLDINGS INC | 2.32% | 0.75% | 0.75% |
| 5 | CIRCLE INTERNET GROUP INC | 4.78% | 0.07% | 0.07% |
| 6 | BITMINE IMMERSION TECHNOLOGIES INC | 1.81% | 0.00% | 0.00% |
Only in ARKF
32 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%
- AMAZON.COM INC 4.35%
- META PLATFORMS INC 3.50%
- MERCADOLIBRE INC 3.48%
- SOFI TECHNOLOGIES INC 2.65%
Only in VGT
311 total- Apple Inc 14.57%
- Microsoft Corp 9.46%
- Broadcom Inc 4.21%
- Micron Technology Inc 4.20%
- Intel Corp 2.03%
- Cisco Systems Inc 1.85%
- Lam Research Corp 1.56%
- Oracle Corp 1.45%
- Applied Materials Inc 1.40%
- Texas Instruments Inc 1.11%
Related comparisons
More comparisons with ARKF
- ARKF vs SKYY · First Trust Cloud Computing ETF 6.7%
- ARKF vs QTUM · Defiance Quantum ETF 4.5%
- ARKF vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 2.7%
- ARKF vs BOTZ · Global X Robotics & Artificial Intelligence ETF 2.5%
- ARKF vs CIBR · First Trust NASDAQ Cybersecurity ETF 2.3%
- ARKF vs HACK · Amplify Cybersecurity ETF 2.3%
More comparisons with VGT
- VGT vs FDN · First Trust Dow Jones Internet Index Fund 7.7%
- VGT vs ROBO · Robo Global Robotics and Automation Index ETF 4.4%
- VGT vs PPA · Invesco Aerospace & Defense ETF 2.7%
- VGT vs IYJ · iShares U.S. Industrials ETF 1.9%
- VGT vs SHLD · Global X Defense Tech ETF 1.4%
- VGT vs PHO · Invesco Water Resources ETF 0.4%
Percentages are holdings overlap with the named fund.
Open ARKF or VGT 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.