ARKK vs. ARKW

ARKK – ARK Innovation ETF

• Theme: General "disruptive innovation" across industries.

• Focus Areas: DNA sequencing, robotics, artificial intelligence, fintech, and next-gen internet.

• Holdings Examples (as of 2025, roughly):

  • Tesla (TSLA)

  • Roku (ROKU)

  • Coinbase (COIN)

  • Zoom (ZM)

  • CRISPR Therapeutics (CRSP)

• Diversification: More balanced across multiple disruptive technologies, not just internet/software.

ARKW – ARK Next Generation Internet ETF

• Theme: Internet-driven disruption.

• Focus Areas: Cloud computing, blockchain, artificial intelligence, big data, streaming, e-commerce.

• Holdings Examples (as of 2025, roughly):

  • Coinbase (COIN)

  • Block (SQ)

  • Robinhood (HOOD)

  • Shopify (SHOP)

  • DraftKings (DKNG)

• Bias: More tilted toward digital platforms, fintech, crypto, and internet services compared to ARKK.

Main Difference

• ARKK = Broad disruptive tech play (multiple industries).

• ARKW = Narrower, internet & digital economy play (fintech, blockchain, cloud).

They overlap in some stocks (like Coinbase, Tesla, Roku sometimes), but ARKW tends to be heavier in crypto/fintech/internet names, while ARKK is more diversified across genomics, industrial innovation, and broader AI themes.