Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
9%
OVERLAP
BY WEIGHT
BY WEIGHT
8
# OF OVERLAPPING HOLDINGS
BLCN
47
HOLDINGS
17%
ALSO IN ARKW
ARKW
39
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 | 4.6% | 2.1% | 2.1% |
 |
BLOCK INC. | 3.0% | 1.9% | 1.9% |
|
ADVANCED MICRO DEVICES | 1.3% | 3.7% | 1.3% |
|
NVIDIA CORP | 2.7% | 1.2% | 1.2% |
|
QUALCOMM INC | 2.6% | 0.9% | 0.9% |
BLCN Overweight Relative to ARKW
|
CIPHER MINING INC | 3.9% |
|
CORE SCIENTIFIC, INC. | 3.7% |
|
MICROSTRATEGY INC-CL A | 3.0% |
|
CUSTOMERS BANCORP INC | 2.6% |
|
TAIWAN SEMICONDUCTOR-SP ADR | 2.5% |
|
MARATHON DIGITAL HOLDINGS INC | 2.4% |
 |
SBI HOLDINGS INC | 2.3% |
 |
HUT 8 CORP | 2.2% |
|
GMO INTERNET INC | 2.1% |
|
TERAWULF INC. | 2.1% |
BLCN Underweight Relative to ARKW
|
COINBASE GLOBAL, INC. CLASS A | -8.4% |
|
TESLA MOTORS INC | -6.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | -6.4% |
|
ROBLOX CORP. CLASS A | -6.1% |
|
ROKU, INC. CLASS A | -5.7% |
|
SHOPIFY, INC. CLASS A | -4.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -4.2% |
|
META PLATFORMS INC | -2.9% |
|
ADVANCED MICRO DEVICES | -2.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |