Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
BLCN
58
HOLDINGS
16%
ALSO IN ARKW
ARKW
45
HOLDINGS
24%
ALSO IN BLCN
SECTOR DRIFT (BLCN minus ARKW)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in BLCN |
Weight in ARKW |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.1% | 2.9% | 2.1% |
 |
BLOCK INC. | 1.4% | 2.6% | 1.4% |
|
NVIDIA CORP | 2.3% | 1.4% | 1.4% |
 |
BAIDU INC - SPON ADR | 2.5% | 1.4% | 1.4% |
|
ADVANCED MICRO DEVICES | 1.3% | 5.5% | 1.3% |
BLCN Overweight Relative to ARKW
 |
CELESTICA INC | 4.0% |
|
KINAXIS, INC. | 4.0% |
 |
ADVANTEST CORP | 3.7% |
|
MICRON TECHNOLOGY INC | 3.7% |
|
YASKAWA ELECTRIC CORP | 3.5% |
 |
LM ERICSSON TELEFON AB CLASS B | 3.4% |
|
DOCEBO, INC. | 3.4% |
|
PKSHA TECHNOLOGY, INC. | 3.2% |
|
MICROSOFT CORP | 2.8% |
|
MURATA MANUFACTURING CO LTD | 2.7% |
BLCN Underweight Relative to ARKW
|
TESLA MOTORS INC | -9.1% |
|
ROKU, INC. CLASS A | -6.0% |
|
SHOPIFY, INC. CLASS A | -5.0% |
|
ADVANCED MICRO DEVICES | -4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.9% |
|
COINBASE GLOBAL, INC. CLASS A | -3.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -3.2% |
|
ALPHABET INC. CLASS C | -3.2% |
|
ROBLOX CORP. CLASS A | -2.9% |
|
META PLATFORMS INC | -2.4% |