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
16
# OF OVERLAPPING
HOLDINGS
BWEB
43
HOLDINGS
42%
ALSO IN BLCN
BLCN
48
HOLDINGS
35%
ALSO IN BWEB
SECTOR DRIFT (BWEB minus BLCN)
OVERLAPPING HOLDINGS
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| Company | Weight in BWEB |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
BLOCK INC. | 4.2% | 3.0% | 3.0% |
|
MARATHON DIGITAL HOLDINGS INC | 4.3% | 2.4% | 2.4% |
|
MICROSOFT CORP | 1.5% | 2.0% | 1.5% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 1.5% | 4.6% | 1.5% |
|
NVIDIA CORP | 1.4% | 2.7% | 1.4% |
BWEB Overweight Relative to BLCN
|
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% |
BWEB Underweight Relative to BLCN
|
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% |