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
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%
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