ETF comparison
ARKWvsSKYY
Both Thematic.
ARK Next Generation Internet ETF · First Trust Cloud Computing ETF
Holdings overlap
11 positions appear in both funds. Buying equal dollars of ARKW and SKYY would leave roughly16.1%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
SKYY is 16 bps cheaper than ARKW. On a $100,000 position that's about $160/yr more in fees for ARKW.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with ARKW vs SKYY.
Top shared holdings
11 shared in total| # | Holding | In ARKW | In SKYY | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM INC | 4.20% | 3.45% | 3.45% |
| 2 | COREWEAVE INC | 4.06% | 2.97% | 2.97% |
| 3 | SHOPIFY INC | 4.51% | 1.89% | 1.89% |
| 4 | CLOUDFLARE INC | 1.81% | 2.65% | 1.81% |
| 5 | EVERPURE INC | 1.46% | 3.89% | 1.46% |
| 6 | RUBRIK INC | 1.09% | 2.00% | 1.09% |
| 7 | GITLAB INC | 0.86% | 1.93% | 0.86% |
| 8 | TOAST INC | 1.02% | 0.70% | 0.70% |
| 9 | DATADOG INC | 1.47% | 0.69% | 0.69% |
| 10 | CROWDSTRIKE HOLDINGS INC | 1.80% | 0.68% | 0.68% |
| 11 | FIGMA INC | 1.10% | 0.46% | 0.46% |
Only in ARKW
29 total- ADVANCED MICRO DEVICES INC8.81%
- TESLA INC8.62%
- ARK 21SHARES BITCOIN ETF5.74%
- ROBINHOOD MARKETS INC4.64%
- ROKU INC4.10%
- ALPHABET INC3.93%
- CIRCLE INTERNET GROUP INC3.93%
- COINBASE GLOBAL INC3.73%
- ROBLOX CORP3.04%
- BLOCK INC2.83%
Only in SKYY
53 total- ARISTA NETWORKS INC4.18%
- DIGITALOCEAN HOLDINGS INC3.95%
- NUTANIX INC3.84%
- INTERNATIONAL BUSINESS MACHINES CORP3.70%
- ALPHABET INC3.68%
- MONGODB INC3.27%
- MICROSOFT CORP3.25%
- CISCO SYSTEMS INC2.55%
- ORACLE CORP2.55%
- LUMEN TECHNOLOGIES INC2.28%
Open ARKW 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 methodologyand 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.