Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
20%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
LRNZ
21
HOLDINGS
24%
ALSO IN WUGI
WUGI
34
HOLDINGS
16%
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% | 6.2% | 6.2% | |
| AMAZON.COM INC | 5.0% | 5.7% | 5.0% | |
| NATERA INC | 3.5% | 4.7% | 3.5% | |
| ADVANCED MICRO DEVICES | 3.0% | 6.0% | 3.0% | |
| CLOUDFLARE INC CLASS A | 11.4% | 2.7% | 2.7% | |
LRNZ Overweight Relative to WUGI
| CROWDSTRIKE HOLDINGS, INC. CLASS A | 11.4% | |
| CLOUDFLARE INC CLASS A | 8.7% | |
| SAMSARA, INC. CLASS A | 7.5% | |
| SNOWFLAKE, INC. CLASS A | 7.2% | |
| ZSCALER, INC. | 5.5% | |
| ELASTIC NV | 4.7% | |
| MONGODB, INC. CLASS A | 4.5% | |
| DATADOG INC CLASS A | 4.2% | |
| ELI LILLY & CO | 3.6% | |
| NVIDIA CORP | 3.4% |
LRNZ Underweight Relative to WUGI
| TAIWAN SEMICONDUCTOR-SP ADR | -8.8% | |
| MICRON TECHNOLOGY INC | -7.0% | |
| ASML HOLDING NV-NY REG SHS | -6.5% | |
| APPLIED MATERIALS INC | -5.5% | |
| MARVELL TECHNOLOGY, INC. | -4.8% | |
| ALPHABET INC. CLASS C | -4.3% | |
| BROADCOM INC. | -4.2% | |
| GE VERONA | -3.4% | |
| ROBINHOOD MARKETS, INC. CLASS A | -3.1% | |
| CADENCE DESIGN SYS INC | -3.0% |