ARKK vs. ARKW

来源: 于 2025-09-18 20:35:22 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

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.