ARKG vs LABU overlap - what they share and where they differ

ARKG and LABU share 8.3% of their weight across 12 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ARKG and LABU

8.3%

12 shared positions

ARKG

ARK Genomic Revolution ETF

Reported positions cover 100% of the fund, 32 positions · Apr 30, 2026

Top 10: 58.8%·Holdings of ARKG

LABU

Direxion Daily S&P Biotech Bull 3X Shares

Reported positions cover 82% of the fund, 145 positions · Apr 30, 2026

Top 10: 12.2%·Holdings of LABU

Reported positions cover ARKG 100%, LABU 82% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

LABU vs ARKG side by side

ARKGARK Genomic Revolution ETF

32

stock positions reported to the SEC

48.5% of its weight is in 20 names LABU does not hold

LABUDirexion Daily S&P Biotech Bull 3X Shares

145

stock positions reported to the SEC

73.9% of its weight is in 133 names ARKG does not hold

Where each fund's weight sits

ARKG
LABU
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Healthcare
83.9%
76.6%
Technology
9.4%
0.0%
Basic Materials
3.8%
1.1%
Financial Services
0.0%
0.2%

The widest gap is Technology: ARKG has 9.4 points more of it.

The figures side by side

ARKGLABU
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported32145
Weight of the ten largest58.8%12.2%
Largest positionTEM 9.4%APELLIS PHARMACEUTICALS INC 1.5%
Held alone20 positions, 48.5%133 positions, 73.9%
Covered by stock positions100%82%

Holdings they share

StockIn ARKGIn LABUCounted
TWSTTWIST BIOSCIENCE CORP8.99%1.17%1.17%
BEAMBEAM THERAPEUTICS INC5.43%1.09%1.09%
CRSPCRISPR THERAPEUTICS AG8.91%0.98%0.98%
NTRANATERA INC4.07%0.98%0.98%
IONSIONIS PHARMACEUTICALS INC1.74%0.94%0.94%
VCYTVERACYTE INC2.66%0.71%0.71%
RXRXRECURSION PHARMACEUTICALS INC3.51%0.64%0.64%
NTLAINTELLIA THERAPEUTICS INC3.82%0.56%0.56%
NRIXNURIX THERAPEUTICS INC2.33%0.52%0.52%
CDNACAREDX INC3.38%0.34%0.34%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ARKG

TEMTEMPUS AI INC9.42%
TXG10X GENOMICS INC5.77%
ILMNILLUMINA INC4.03%
PSNLPERSONALIS INC3.58%
GHGUARDANT HEALTH INC3.49%
COMPASS PATHWAYS PLC2.43%
ADPTADAPTIVE BIOTECHNOLOGIES CORP2.42%
WGSGENEDX HOLDINGS CORP2.04%
SDGRSCHRODINGER INC2.03%
ARCTARCTURUS THERAPEUTICS HOLDINGS INC1.96%

Only in LABU

APELLIS PHARMACEUTICALS INC1.53%
RVMDRevolution Medicines Inc1.35%
TVTXTravere Therapeutics Inc1.33%
ARWRARROWHEAD PHARMACEUTICALS INC1.18%
SMMTSummit Therapeutics Inc.1.15%
ALKSAlkermes PLC1.14%
TGTXTG Therapeutics Inc1.13%
MDGLMadrigal Pharmaceuticals Inc1.12%
APGEApogee Therapeutics Inc.1.04%
SRRKScholar Rock Holding Corp.1.01%

Questions people ask

Is ARKG the same as LABU?

8.3% of their weight sits in the same 12 holdings. ARKG also reports TEM, TXG, ILMN, which the other does not. LABU also reports APELLIS PHARMACEUTICALS INC, RVMD, TVTX, which the other does not.

How is the overlap between ARKG and LABU measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of ARKG and 82% of LABU, so the number cannot exceed the smaller coverage.

Which holds more, LABU or ARKG?

ARKG reports 32 stock positions and LABU reports 145. 48.5% of ARKG's weight sits in names LABU does not hold, and 73.9% of LABU's weight in names ARKG does not hold. The ten largest positions are 58.8% of ARKG and 12.2% of LABU.

How do ARKG and LABU differ by sector?

The widest gap is Technology: ARKG has 9.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.