Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
BY WEIGHT
16
# OF OVERLAPPING HOLDINGS
BLCN
47
HOLDINGS
35%
ALSO IN BWEB
BWEB
43
HOLDINGS
42%
ALSO IN BLCN
SECTOR DRIFT (BLCN minus BWEB)
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 BWEB |
Overlap | |
|---|---|---|---|---|
 |
BLOCK INC. | 3.0% | 4.2% | 3.0% |
|
MARATHON DIGITAL HOLDINGS INC | 2.4% | 4.3% | 2.4% |
|
MICROSOFT CORP | 2.0% | 1.5% | 1.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.6% | 1.5% | 1.5% |
|
NVIDIA CORP | 2.7% | 1.4% | 1.4% |
BLCN Overweight Relative to BWEB
|
CORE SCIENTIFIC, INC. | 3.7% |
|
CIPHER MINING INC | 3.1% |
|
TAIWAN SEMICONDUCTOR-SP ADR | 3.1% |
|
MICROSTRATEGY INC-CL A | 3.0% |
|
QUALCOMM INC | 2.6% |
|
CUSTOMERS BANCORP INC | 2.6% |
 |
SBI HOLDINGS INC | 2.3% |
|
GMO INTERNET INC | 2.1% |
|
MASTERCARD INCORPORATED CLASS A | 2.0% |
|
TEXAS INSTRUMENTS INC | 1.9% |
BLCN Underweight Relative to BWEB
|
ROBLOX CORP. CLASS A | -9.1% |
|
EQUINIX INC | -8.2% |
|
SHOPIFY, INC. CLASS A | -7.8% |
|
COINBASE GLOBAL, INC. CLASS A | -7.6% |
|
META PLATFORMS INC | -7.6% |
|
CLOUDFLARE INC CLASS A | -4.8% |
|
ELECTRONIC ARTS INC | -4.8% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -4.1% |
|
UNITY SOFTWARE, INC. | -3.7% |
 |
GALAXY DIGITAL HOLDINGS LTD. | -2.8% |