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   

9

Number of overlapping holdings

28.1%

% of BWEB's 39 holdings also in BYOB

12.0%

% of BYOB's 75 holdings also in BWEB

Overlap by Weight
Sector Drift (BWEB minus BYOB)
Overlapping Holdings

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Company Weight
in BWEB
Weight
in BYOB
Overlap
COINBASE GLOBAL, INC. CLASS A 8.0% 5.9% 5.9%
SHOPIFY, INC. CLASS A 6.7% 4.4% 4.4%
BLOCK INC. 5.5% 2.8% 2.8%
ROBLOX CORP. CLASS A 8.8% 2.7% 2.7%
UNITY SOFTWARE, INC. 7.3% 2.0% 2.0%

Position Highlights (Non-Overlapping Exposures)
BWEB Overweight Relative to BYOB
EQUINIX INC 9.5%
META PLATFORMS INC 6.4%
ROBLOX CORP. CLASS A 6.2%
ELECTRONIC ARTS INC 5.4%
UNITY SOFTWARE, INC. 5.3%
AKAMAI TECHNOLOGIES 4.7%
TAKE-TWO INTERACTIVE SOFTWRE 4.4%
CLOUDFLARE INC CLASS A 3.6%
BLOCK INC. 2.7%
ROBINHOOD MARKETS, INC. CLASS A 2.7%
BWEB Underweight Relative to BYOB
SPOTIFY TECHNOLOGY SA -4.0%
UBER TECHNOLOGIES, INC. -3.8%
UIPATH INC CLASS A -3.7%
MERCADOLIBRE INC -3.7%
DRAFTKINGS INC CLASS A -3.4%
AIRBNB, INC. CLASS A -3.4%
OSCAR HEALTH, INC. CLASS A -3.3%
STONECO LTD. CLASS A -3.1%
PINDUODUO, INC. SPONSORED ADR CLASS -3.0%
MONDAY.COM LTD. -2.7%
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