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
2

# OF OVERLAPPING
HOLDINGS
ONLN
21
HOLDINGS
11%
ALSO IN XLY
XLY
51
HOLDINGS
4%
ALSO IN ONLN
SECTOR DRIFT (ONLN minus XLY)
OVERLAPPING HOLDINGS

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Company Weight
in ONLN
Weight
in XLY
Overlap
AMAZON.COM INC 22.0% 22.7% 22.0%
EBAY INC 10.5% 1.1% 1.1%
ONLN Overweight Relative to XLY
ALIBABA GROUP HOLDING LTD. SPONSORED 11.8%
EBAY INC 9.4%
GIGACLOUD TECHNOLOGY, INC. CLASS A 5.5%
WAYFAIR INC- CLASS A 4.6%
CARVANA CO. CLASS A 4.6%
BUCKLE INC/THE 4.5%
ETSY, INC. 4.4%
CHEWY, INC. CLASS A 4.4%
FIGS, INC. CLASS A 4.1%
COUPANG, INC. CLASS A 4.1%
ONLN Underweight Relative to XLY
TESLA MOTORS INC -16.3%
HOME DEPOT INC -7.0%
BOOKING HOLDINGS INC. -4.3%
MCDONALD'S CORP -4.3%
TJX COMPANIES INC -3.7%
LOWE'S COS INC -3.6%
STARBUCKS CORP -2.4%
NIKE INC -CL B -2.2%
O'REILLY AUTOMOTIVE INC -2.1%
ROYAL CARIBBEAN CRUISES LTD -2.1%
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