Data as of Nov 4, 2026.
ARKW vs ONLN: Holdings Overlap & Returns
Over the year to Nov 4, 2026, ARKW returned −10.3% to ONLN's +3.2%; 5% of their weight is in the same names.
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Net assets: $1.6bn on Jul 31, 2026 for ARK Next Generation Internet ETF, and $61m on Nov 4, 2026 for ProShares Online Retail ETF.
53% of ARKW's weight is in S&P 500 companies and 47% is outside the index. Holdings as of Jul 31, 2026.
41% of ONLN's weight is in S&P 500 companies and 59% is outside the index. Holdings as of Nov 3, 2026.
Pair scorecard
ONLN costs 0.18 points a year less; their one-year returns differ by 13.5 points.
Points (pts) are percentage points.
| Measure | ARKW | ONLN |
|---|---|---|
| Return | ||
| Total return, 1 year | −10.3% | +3.2% |
| Drawdown | ||
| Below its all-time high | 20.2%, high on Feb 12, 2021 | 33.3%, high on Feb 12, 2021 |
| Against its benchmark | ||
| What it tracks | Internet and e-commerce | Internet and e-commerce |
| Against the S&P 500, 1 year | behind by 25.1 pts | |
| Its benchmark, total return, 1 year | +14.8% | |
| Against its benchmark, 1 year | behind by 25.1 pts | |
| Cost and size | ||
| Expense ratio | 0.76% | 0.58% |
| Net assets, ARKW as of Jul 31, 2026 and ONLN as of Nov 4, 2026 | $1.6bn | $61m |
| Active share vs the S&P 500 | 82% | 96% |
| Holdings | ||
| Holdings in common | 5% | |
What they share
By the books each fund has filed, ARKW and ONLN hold 5% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Nov 3, 2026.
half
5% in common
Only in one fund ↓
Window by window
| Total return | vs its benchmark | |||
|---|---|---|---|---|
| Window | ARKW | ONLN | ARKW | ONLN |
| 3 months | +1.2% | −0.5% | +1.3 pts vs VOO | not measured |
| 6 months | +0.7% | +1.1% | −4.3 pts vs VOO | not measured |
| 1 year | −10.3% | +3.2% | −25.1 pts vs VOO | not measured |
| 3 years | +156.8% | +96.3% | +73.5 pts vs VOO | not measured |
| Since launchNot the same days: ARKW Sep 2014 · ONLN Jul 2018 | +794.7% | +55.7% | +416.2 pts vs VOO | not measured |
Side by side
As of Nov 4, 2026. Source: ETFIQ.
5% of the two portfolios are the same securities at the same weight.
ARKW
By weight, 53% of ARKW's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 82%. The top ten holdings are 48% of the fund across 43 positions, as filed for Jul 31, 2026. Over the year to Nov 4, 2026 the fund returned −10.3% with distributions reinvested against +14.8% for its benchmark, the S&P 500 Index, so a holder was behind by 25.1 pts. It sits 20.2% below its all-time high of Feb 12, 2021.
ONLN
By weight, 41% of ONLN's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 96%. The top ten holdings are 69% of the fund across 21 positions, as published by its issuer for Nov 3, 2026. Over the year to Nov 4, 2026 the fund returned +3.2% with distributions reinvested. It sits 33.3% below its all-time high of Feb 12, 2021.
Questions people ask
- Do ARKW and ONLN hold the same stocks?
- By their latest filings, 5% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Every number is an ETFIQ calculation with distributions reinvested.
Cite this pageCitation, APA and Markdown
ETFIQ, ARKW against ONLN, data as of Nov 4, 2026. https://etfiq.com/compare/themes/arkw-vs-onln
ETFIQ. (Nov 4, 2026). ARKW against ONLN. Retrieved from https://etfiq.com/compare/themes/arkw-vs-onln
[ARKW against ONLN (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/themes/arkw-vs-onln)
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