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

ARKG and VHT share 2.7% of their weight across 22 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 VHT

2.7%

22 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

VHT

VANGUARD HEALTH CARE INDEX FUND

Reported positions cover 100% of the fund, 345 positions · May 31, 2026

Top 10: 51.9%·Holdings of VHT

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

VHT vs ARKG side by side

ARKGARK Genomic Revolution ETF

32

stock positions reported to the SEC

24.0% of its weight is in 10 names VHT does not hold

VHTVANGUARD HEALTH CARE INDEX FUND

345

stock positions reported to the SEC

84.0% of its weight is in 323 names ARKG does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
83.9%
92.4%
Technology
9.4%
0.8%
Basic Materials
3.8%
1.0%
Consumer Cyclical
0.0%
3.1%
Consumer Defensive
0.0%
1.8%

The widest gap is Technology: ARKG has 8.6 points more of it.

The figures side by side

ARKGVHT
Filing dateApr 30, 2026May 31, 2026
Stock positions reported32345
Weight of the ten largest58.8%51.9%
Largest positionTEM 9.4%LLY 14.0%
Held alone10 positions, 24.0%323 positions, 84.0%
Covered by stock positions100%100%

Holdings they share

StockIn ARKGIn VHTCounted
LLYELI LILLY & COMPANY0.95%14.04%0.95%
NTRANATERA INC4.07%0.46%0.46%
ILMNILLUMINA INC4.03%0.39%0.39%
GHGUARDANT HEALTH INC3.49%0.23%0.23%
IONSIONIS PHARMACEUTICALS INC1.74%0.19%0.19%
TEMTEMPUS AI INC9.42%0.07%0.07%
TWSTTWIST BIOSCIENCE CORP8.99%0.06%0.06%
VCYTVERACYTE INC2.66%0.06%0.06%
BEAMBEAM THERAPEUTICS INC5.43%0.05%0.05%
TXG10X GENOMICS INC5.77%0.05%0.05%

What each holds alone

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

Only in ARKG

CRSPCRISPR THERAPEUTICS AG8.91%
ABSIABSCI CORP4.78%
COMPASS PATHWAYS PLC2.43%
ARCTARCTURUS THERAPEUTICS HOLDINGS INC1.96%
ATAIATAIBECKLEY INC1.48%
ALMRALAMAR BIOSCIENCES INC1.21%
MASS908 DEVICES INC1.08%
BNTXBIONTECH SE1.06%
QSIQUANTUM-SI INC0.55%
GENBGENERATE BIOMEDICINES INC0.51%

Only in VHT

JNJJohnson & Johnson8.47%
ABBVAbbVie Inc6.09%
UNHUnitedHealth Group Inc5.45%
MRKMerck & Co Inc4.66%
TMOThermo Fisher Scientific Inc2.93%
AMGNAmgen Inc2.87%
GILDGilead Sciences Inc2.64%
ISRGIntuitive Surgical Inc2.38%
ABTAbbott Laboratories2.35%
PFEPfizer Inc2.35%

Questions people ask

Is ARKG the same as VHT?

2.7% of their weight sits in the same 22 holdings. ARKG also reports CRSP, ABSI, COMPASS PATHWAYS PLC, which the other does not. VHT also reports JNJ, ABBV, UNH, which the other does not.

How is the overlap between ARKG and VHT 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 100% of VHT, so the number cannot exceed the smaller coverage.

Which holds more, VHT or ARKG?

ARKG reports 32 stock positions and VHT reports 345. 24.0% of ARKG's weight sits in names VHT does not hold, and 84.0% of VHT's weight in names ARKG does not hold. The ten largest positions are 58.8% of ARKG and 51.9% of VHT.

How do ARKG and VHT differ by sector?

The widest gap is Technology: ARKG has 8.6 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.

Other pairs with these funds

VHT against other funds in the table

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.