Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
43.8%
% of BWEB's 39 holdings also in BLCN
26.4%
% of BLCN's 53 holdings also in BWEB
Overlap by Weight
Sector Drift (BWEB minus BLCN)
Overlapping Holdings
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| Company | Weight in BWEB |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 8.0% | 4.8% | 4.8% |
|
META PLATFORMS INC | 6.4% | 3.7% | 3.7% |
|
BLOCK INC. | 5.5% | 3.4% | 3.4% |
|
ROBINHOOD MARKETS, INC. CLASS A | 2.7% | 2.3% | 2.3% |
|
NVIDIA CORP | 2.0% | 3.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
BWEB Overweight Relative to BLCN
|
EQUINIX INC | 9.5% |
|
ROBLOX CORP. CLASS A | 8.8% |
|
UNITY SOFTWARE, INC. | 7.3% |
|
SHOPIFY, INC. CLASS A | 6.7% |
|
ELECTRONIC ARTS INC | 5.4% |
|
AKAMAI TECHNOLOGIES | 4.7% |
|
CLOUDFLARE INC CLASS A | 4.7% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.4% |
|
COINBASE GLOBAL, INC. CLASS A | 3.2% |
|
META PLATFORMS INC | 2.8% |
BWEB Underweight Relative to BLCN
 |
CANAAN INC. SPONSORED ADR CLASS A | -3.8% |
|
HEWLETT PACKARD ENTERPRISE CO. | -3.7% |
 |
INFOSYS TECHNOLOGIES-SP ADR | -3.6% |
|
MICRON TECHNOLOGY INC | -3.5% |
|
JD.COM INC-ADR | -3.4% |
|
OVERSTOCK.COM INC | -3.3% |
|
MICROSTRATEGY INC-CL A | -3.1% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | -2.7% |
|
MASTERCARD INCORPORATED CLASS A | -2.6% |
|
CLEANSPARK, INC. | -2.6% |