Do ARKW and SOCL hold the same stocks?

By their latest filings, 4% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.

Which is more different from the S&P 500, ARKW or SOCL?

ARKW has 53% of its weight in S&P 500 names and SOCL has 14%, so SOCL differs more from the index.

Which is cheaper, ARKW or SOCL?

ARKW charges 0.76% a year and SOCL charges 0.65%, so SOCL is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Thematic ETFs

ARKW vs SOCL: Holdings Overlap & Returns

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Over the year to Nov 4, 2026, ARKW returned −10.3% to SOCL's −26.3%; 4% 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 $87m on Oct 12, 2026 for Global X Social Media ETF.

ARKW on its own →SOCL on its own →

At a glance

53.1%

ARKW in the S&P 500

14.0%

SOCL in the S&P 500

−10.3%

ARKW total return, 1 year

−26.3%

SOCL total return, 1 year

ARKW · 1 year to Nov 4, 2026 47% of its weight is outside the S&P 500

53% of ARKW's weight is in S&P 500 companies and 47% is outside the index. Holdings as of Jul 31, 2026.

SOCL · 1 year to Nov 4, 2026 86% of its weight is outside the S&P 500

14% of SOCL's weight is in S&P 500 companies and 86% is outside the index. Holdings as of Jul 31, 2026.

Pair scorecard

SOCL costs 0.11 points a year less; their one-year returns differ by 16.0 points.

Points (pts) are percentage points.

ARKW vs SOCL: Holdings Overlap & Returns
Measure	ARKW	SOCL
Return
Measure	ARKW	SOCL
Total return, 1 year	−10.3%	−26.3%
Drawdown
Measure	ARKW	SOCL
Below its all-time high	20.2%, high on Feb 12, 2021	45.7%, high on Feb 16, 2021
Against its benchmark
Measure	ARKW	SOCL
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%	+15.0%
Against its benchmark, 1 year	behind by 25.1 pts	behind by 41.3 pts
Cost and size
Measure	ARKW	SOCL
Expense ratio	0.76%	0.65%
Net assets, ARKW as of Jul 31, 2026 and SOCL as of Oct 12, 2026	$1.6bn	$87m
Active share vs the S&P 500	82%	95%
Holdings
Measure	ARKW	SOCL
Holdings in common	4%

Method

What they share

By the books each fund has filed, ARKW and SOCL hold 4% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026.

50%

0 half 100%

half

4% in common

Positions both hold · largest shared weight first ARKW SOCL

META PLATFORMS INC 2.83% 8.69%

SPOTIFY TECHNOLOGY SA 1.18% 4.72%

ALPHABET INC 0.27% 5.32%

Only in one fund ↓

Only in ARKW

TESLA INC 7.48%

ADVANCED MICRO DEVICES INC 7.44%

ARK 21SHARES BITCOIN ETF 4.90%

ROBINHOOD MARKETS INC 4.56%

SHOPIFY INC 4.46%

AMAZON.COM INC 4.44%

ALPHABET INC 4.07%

BLOCK INC 3.61%

Only in SOCL

Tencent Holdings Limited 9.69%

NAVER Corporation 9.32%

REDDIT, INC. 8.46%

KUAISHOU TECHNOLOGY 7.06%

PINTEREST, INC. 5.93%

NETEASE, INC. 5.65%

BAIDU, INC. 4.46%

MATCH GROUP, INC. 4.06%

Check overlap with more funds →

Window by window

Window by window: ARKW vs SOCL: Holdings Overlap & Returns
	Total return		vs its benchmark
Window	ARKW	SOCL	ARKW	SOCL
3 months	+1.2%	−11.1%	+1.3 pts vs VOO	−9.8 pts vs ACWI
6 months	+0.7%	−12.0%	−4.3 pts vs VOO	−14.6 pts vs ACWI
1 year	−10.3%	−26.3%	−25.1 pts vs VOO	−41.3 pts vs ACWI
3 years	+156.8%	+14.5%	+73.5 pts vs VOO	−63.1 pts vs ACWI
Since launchNot the same days: ARKW Sep 2014 · SOCL Nov 2011	+794.7%	+192.3%	+416.2 pts vs VOO	−203.2 pts vs ACWI

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Side by side

ARKW ARK Next Generation Internet ETF · Holds 43 stocks in internet and e-commerce, 53% of its weight in S&P 500 companies SOCL Global X Social Media ETF · Holds 48 stocks in internet and e-commerce, 14% of its weight in S&P 500 companies

Issuer ARK Global X

Theme Internet and e-commerce Internet and e-commerce

In the S&P 500 53.1% 14.0%

Active share vs the S&P 500 82.5% 94.8%

In the Nasdaq-100 53.5% 14.0%

Holdings 43 48

Top ten, share of the fund 48.0% 69.3%

Expense ratio 0.76% 0.65%

Fee for the differing part 0.92% 0.69%

Total return, 1 year −10.3% −26.3%

vs its benchmark −25.1 pts vs VOO −41.3 pts vs ACWI

Below its high −20.2% −45.7%

Net assets, ARKW as of Jul 31, 2026 and SOCL as of Oct 12, 2026 $1.6bn $87m

As of Nov 4, 2026. Source: ETFIQ.

4% of the two portfolios are the same securities at the same weight.

Alert

About each fund

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.

SOCL

By weight, 14% of SOCL's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 95%. The top ten holdings are 69% of the fund across 48 positions, as filed for Jul 31, 2026. Over the year to Nov 4, 2026 the fund returned −26.3% with distributions reinvested against +15.0% for its benchmark, the MSCI ACWI Index, so a holder was behind by 41.3 pts. It sits 45.7% below its all-time high of Feb 16, 2021.

Questions people ask

Do ARKW and SOCL hold the same stocks?: By their latest filings, 4% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, ARKW or SOCL?: ARKW has 53% of its weight in S&P 500 names and SOCL has 14%, so SOCL differs more from the index.
Which is cheaper, ARKW or SOCL?: ARKW charges 0.76% a year and SOCL charges 0.65%, so SOCL is cheaper. Fees come from each fund's prospectus.

Other comparisons

ARKW vs INQQ ARKW vs FDNI ARKW vs FMQQ ARKW vs PNQI SOCL vs KWEB SOCL vs FDN SOCL vs EMQQ SOCL vs IBUY

Where to next

All thematic ETFs ranked by the S&P 500 Difference Score →How the scores are computed →ARKW on its own →SOCL on its own →ARKW dividend history →ARKW holdings →SOCL dividend history →SOCL holdings →Method →Standards and sources →

Sources and dates

ARKW filings on SEC EDGAR ↗

ARKW prospectus with the expense ratio (SEC) ↗

ARK page for ARKW ↗

SOCL filings on SEC EDGAR ↗

SOCL prospectus with the expense ratio (SEC) ↗

Global X page for SOCL ↗

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 SOCL, data as of Nov 4, 2026. https://etfiq.com/compare/themes/arkw-vs-socl

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.