Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
BLCN
49
HOLDINGS
19%
ALSO IN BPAY
BPAY
47
HOLDINGS
25%
ALSO IN BLCN
SECTOR DRIFT (BLCN minus BPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in BLCN |
Weight in BPAY |
Overlap | |
|---|---|---|---|---|
 |
AMERICAN EXPRESS CO | 2.3% | 2.5% | 2.3% |
|
BLOCK INC. | 1.7% | 3.6% | 1.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 1.7% | 2.6% | 1.7% |
|
PAYPAL HOLDINGS INC | 1.7% | 5.0% | 1.7% |
|
COINBASE GLOBAL, INC. CLASS A | 1.6% | 2.2% | 1.6% |
BLCN Overweight Relative to BPAY
 |
GMO INTERNET INC | 4.3% |
|
MICROSTRATEGY INC-CL A | 4.2% |
|
DIGITAL GARAGE INC | 3.8% |
 |
GALAXY DIGITAL HOLDINGS LTD. | 3.8% |
|
CIPHER MINING INC | 3.7% |
|
SBI HOLDINGS INC | 3.5% |
|
NVIDIA CORP | 2.9% |
|
TEXAS INSTRUMENTS INC | 2.7% |
|
QUALCOMM INC | 2.5% |
|
RIOT BLOCKCHAIN INC | 2.4% |
BLCN Underweight Relative to BPAY
|
SCHWAB (CHARLES) CORP | -4.9% |
|
CAPITAL ONE FINANCIAL CORP | -4.6% |
|
SYNCHRONY FINANCIAL | -4.5% |
|
FISERV, INC. | -4.2% |
|
GLOBAL PAYMENTS INC. | -4.0% |
|
DUN & BRADSTREET HOLDINGS INC | -3.9% |
 |
WORLDLINE SA | -3.9% |
|
PAYPAL HOLDINGS INC | -3.4% |
 |
NEXI S.P.A. | -3.3% |
 |
KASPI.KZ JSC SPONSORED GDR REGS | -3.1% |