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
24%

OVERLAP
BY WEIGHT
16

# OF OVERLAPPING
HOLDINGS
BLCN
51
HOLDINGS
33%
ALSO IN BWEB
BWEB
43
HOLDINGS
42%
ALSO IN BLCN
SECTOR DRIFT (BLCN minus BWEB)
OVERLAPPING HOLDINGS

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Company Weight
in BLCN
Weight
in BWEB
Overlap
MARATHON DIGITAL HOLDINGS INC 2.7% 4.3% 2.7%
CLEANSPARK, INC. 2.4% 2.8% 2.4%
RIOT BLOCKCHAIN INC 4.6% 2.2% 2.2%
BLOCK INC. 2.1% 4.2% 2.1%
ROBINHOOD MARKETS, INC. CLASS A 2.0% 3.4% 2.0%
BLCN Overweight Relative to BWEB
CIPHER MINING INC 3.4%
TERAWULF INC. 3.1%
CUSTOMERS BANCORP INC 3.0%
RIOT BLOCKCHAIN INC 2.4%
MICROSTRATEGY INC-CL A 2.4%
INTL BUSINESS MACHINES CORP 2.3%
HUT 8 CORP 2.0%
ALIBABA GROUP HOLDING LTD. SPONSORED 2.0%
ORACLE CORP 1.9%
CISCO SYSTEMS INC 1.9%
BLCN Underweight Relative to BWEB
ROBLOX CORP. CLASS A -9.1%
EQUINIX INC -8.2%
SHOPIFY, INC. CLASS A -7.8%
META PLATFORMS INC -7.6%
COINBASE GLOBAL, INC. CLASS A -6.7%
CLOUDFLARE INC CLASS A -4.8%
ELECTRONIC ARTS INC -4.8%
TAKE-TWO INTERACTIVE SOFTWRE -4.1%
UNITY SOFTWARE, INC. -3.7%
AKAMAI TECHNOLOGIES -2.6%
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