Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
41%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
AGIX
61
HOLDINGS
22%
ALSO IN BWEB
BWEB
43
HOLDINGS
32%
ALSO IN AGIX
SECTOR DRIFT (AGIX minus BWEB)
OVERLAPPING HOLDINGS
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| Company | Weight in AGIX |
Weight in BWEB |
Overlap | |
|---|---|---|---|---|
 |
ROBLOX CORP. CLASS A | 10.9% | 9.1% | 9.1% |
|
SHOPIFY, INC. CLASS A | 21.0% | 7.8% | 7.8% |
|
META PLATFORMS INC | 44.1% | 7.6% | 7.6% |
|
CLOUDFLARE INC CLASS A | 23.3% | 4.8% | 4.8% |
|
UNITY SOFTWARE, INC. | 10.8% | 3.7% | 3.7% |
AGIX Overweight Relative to BWEB
|
NVIDIA CORP | 66.5% |
|
ALPHABET INC. CLASS A | 50.8% |
|
BROADCOM INC. | 48.2% |
|
MICROSOFT CORP | 47.4% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 40.7% |
|
AMAZON.COM INC | 40.5% |
|
APPLE INC | 38.6% |
|
META PLATFORMS INC | 36.5% |
 |
NEBIUS GROUP NV | 36.1% |
|
ADVANCED MICRO DEVICES | 33.6% |
AGIX Underweight Relative to BWEB
|
EQUINIX INC | -8.2% |
|
COINBASE GLOBAL, INC. CLASS A | -8.0% |
|
ELECTRONIC ARTS INC | -4.8% |
|
MARATHON DIGITAL HOLDINGS INC | -4.3% |
|
BLOCK INC. | -4.2% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -4.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.4% |
 |
GALAXY DIGITAL HOLDINGS LTD. | -2.8% |
|
CLEANSPARK, INC. | -2.8% |
|
AKAMAI TECHNOLOGIES | -2.6% |