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
25%
OVERLAP
BY WEIGHT
125
# OF OVERLAPPING
HOLDINGS
GSEW
502
HOLDINGS
25%
ALSO IN BLES
BLES
415
HOLDINGS
32%
ALSO IN GSEW
SECTOR DRIFT (GSEW minus BLES)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in GSEW |
Weight in BLES |
Overlap | |
|---|---|---|---|---|
 |
BLOOM ENERGY CORPORATION CLASS A | 0.4% | 0.6% | 0.4% |
|
ON SEMICONDUCTOR CORPORATION | 0.3% | 0.4% | 0.3% |
|
MARVELL TECHNOLOGY, INC. | 0.3% | 0.4% | 0.3% |
|
MICROCHIP TECHNOLOGY INC | 0.3% | 0.4% | 0.3% |
|
WESTERN DIGITAL CORP | 0.3% | 0.4% | 0.3% |
GSEW Overweight Relative to BLES
|
INTEL CORP | 0.4% |
|
ASTERA LABS INC | 0.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.3% |
|
ADVANCED MICRO DEVICES | 0.3% |
|
CENTENE CORP | 0.3% |
|
IONQ, INC. | 0.3% |
|
AFFIRM HOLDINGS, INC. CLASS A | 0.3% |
|
COREWEAVE INC-CL A | 0.3% |
|
GLOBALFOUNDRIES INC. | 0.3% |
|
STRATEGY INC | 0.3% |
GSEW Underweight Relative to BLES
|
REGAL BELOIT CORP | -0.8% |
 |
SAMSUNG SDI CO LTD | -0.4% |
 |
STMICROELECTRONICS NV | -0.4% |
 |
NXP SEMICONDUCTORS NV | -0.4% |
 |
INFINEON TECHNOLOGIES AG | -0.4% |
|
SEMTECH CORP | -0.4% |
|
MOLINA HEALTHCARE INC | -0.3% |
 |
NEC ELECTRONICS CORP | -0.3% |
|
LATTICE SEMICONDUCTOR CORP | -0.3% |
|
ADVANTEST CORP | -0.3% |