Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

16
Number of overlapping holdings
50.0%
% of BWEB's 32 holdings also in BLCN
26.7%
% of BLCN's 60 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% | 3.1% | 3.1% | |
NVIDIA CORP | 2.0% | 2.0% | 2.0% | |
VISA INC-CLASS A SHARES | 1.8% | 1.8% | 1.8% | |
PAYPAL HOLDINGS INC | 1.7% | 2.1% | 1.7% | |
MICROSOFT CORP | 1.7% | 1.7% | 1.7% |
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% | |
COINBASE GLOBAL, INC. CLASS A | 4.9% | |
META PLATFORMS INC | 4.9% | |
AKAMAI TECHNOLOGIES | 4.7% | |
CLOUDFLARE INC CLASS A | 4.7% | |
TAKE-TWO INTERACTIVE SOFTWRE | 4.4% |
BWEB Underweight Relative to BLCN
MICROSTRATEGY INC-CL A | -4.5% | |
MARATHON DIGITAL HOLDINGS INC | -3.6% | |
CANAAN INC. SPONSORED ADR CLASS A | -2.8% | |
VONTOBEL HOLDING AG-REG | -2.4% | |
BAKKT HOLDINGS, INC. CLASS A | -2.3% | |
ONECONNECT FINANCIAL TECHNOLOGY CO L | -2.2% | |
GMO INTERNET INC | -2.1% | |
OVERSTOCK.COM INC | -2.0% | |
SBI HOLDINGS INC | -2.0% | |
ZHONGAN ONLINE P&C INSURANCE CO., LT | -1.9% |