Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
LRNZ
21
HOLDINGS
38%
ALSO IN WUGI
WUGI
36
HOLDINGS
27%
ALSO IN LRNZ
SECTOR DRIFT (LRNZ minus WUGI)
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 LRNZ |
Weight in WUGI |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 9.6% | 20.2% | 9.6% |
|
SNOWFLAKE, INC. CLASS A | 7.2% | 3.8% | 3.8% |
|
AMAZON.COM INC | 5.0% | 3.7% | 3.7% |
|
MONGODB, INC. CLASS A | 4.5% | 2.8% | 2.8% |
|
CLOUDFLARE INC CLASS A | 11.4% | 2.2% | 2.2% |
LRNZ Overweight Relative to WUGI
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 11.4% |
|
CLOUDFLARE INC CLASS A | 9.2% |
|
SAMSARA, INC. CLASS A | 7.5% |
|
ZSCALER, INC. | 4.9% |
|
ELASTIC NV | 4.7% |
|
DATADOG INC CLASS A | 3.7% |
|
ELI LILLY & CO | 3.6% |
|
NATERA INC | 3.5% |
|
SNOWFLAKE, INC. CLASS A | 3.4% |
 |
ARM HOLDINGS PLC | 3.3% |
LRNZ Underweight Relative to WUGI
 |
TAIWAN SEMICONDUCTOR-SP ADR | -12.6% |
|
NVIDIA CORP | -10.6% |
|
BROADCOM INC. | -9.8% |
|
SYNOPSYS INC | -6.6% |
|
META PLATFORMS INC | -5.5% |
|
CADENCE DESIGN SYS INC | -3.3% |
|
KRANESHARES CSI CHINA INTERNET ETF | -3.1% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -2.5% |
 |
SIEMENS ENERGY AG | -2.3% |
 |
EATON CORP PLC | -2.1% |