ARKF vs BUYZ
ARK Blockchain & Fintech Innovation ETF against Franklin Disruptive Commerce ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
27%
13 shared positions
Fee gap
25 bp
BUYZ is cheaper
1-year return gap
1.5 pts
BUYZ is ahead
Larger fund
ARKF
$871M
Side by side
| ARKF | BUYZ | |
|---|---|---|
| Fund | ARK Blockchain & Fintech Innovation ETF | Franklin Disruptive Commerce ETF |
| Issuer | ARK | Franklin Templeton |
| Category | Fintech & Blockchain | Internet & Innovation |
| Expense ratio | 0.75% | 0.50% |
| Assets | $871M | $5.4M |
| Average daily dollar volume | $5.1M | $9K |
| Listed | Feb 1, 2019 | Feb 25, 2020 |
| FrenzyCap score | 44 | 32 |
| 1-month return | +6.4% | +5.2% |
| 3-month return | +15.2% | +3.6% |
| Year to date | −0.1% | −9.7% |
| 1-year return | −19.1% | −17.6% |
| 30-day volatility | 32.4% | 20.5% |
| Worst drawdown, 1 year | −38.4% | −29.2% |
| Trailing 12-month yield | 0.09% | — |
| Holdings | 41 | 58 |
| Top 10 weight | 52.9% | 49.2% |
| Look-through P/E | 78.2 | 28.8 |
| Holdings vs fair value | −3.8% | +3.7% |
| Holdings above 200-day average | 69% | 65% |
| Net flow, latest 3 reported months | −$98M thru Jul 2026 | −$1.8M thru Jun 2026 |
| 30-day implied volatility | 29.8% | 22.8% |
| Holdings as of | as of Apr 30, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
47% of ARKF · 37% of BUYZ
Sector mix of the stock holdings
| Sector | ARKF | BUYZ | Gap |
|---|---|---|---|
| Technology | 35.5% | 23.7% | +11.8% |
| Industrials | 11.3% | 31.8% | −20.5% |
| Consumer Discretionary | 5.7% | 24.4% | −18.7% |
| Financials | 22.5% | 4.0% | +18.6% |
| Communication Services | 2.9% | 4.5% | −1.6% |
| Real Estate | 0.0% | 2.5% | −2.5% |
More: full overlap table · ARKF holdings · BUYZ holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.