ARKK – ARK Innovation ETF
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Theme: General "disruptive innovation" across industries.
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Focus Areas: DNA sequencing, robotics, artificial intelligence, fintech, and next-gen internet.
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Holdings Examples (as of 2025, roughly):
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Tesla (TSLA)
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Roku (ROKU)
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Coinbase (COIN)
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Zoom (ZM)
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CRISPR Therapeutics (CRSP)
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Diversification: More balanced across multiple disruptive technologies, not just internet/software.
ARKW – ARK Next Generation Internet ETF
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Theme: Internet-driven disruption.
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Focus Areas: Cloud computing, blockchain, artificial intelligence, big data, streaming, e-commerce.
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Holdings Examples (as of 2025, roughly):
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Coinbase (COIN)
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Block (SQ)
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Robinhood (HOOD)
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Shopify (SHOP)
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DraftKings (DKNG)
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Bias: More tilted toward digital platforms, fintech, crypto, and internet services compared to ARKK.
Main Difference
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ARKK = Broad disruptive tech play (multiple industries).
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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.