Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
58%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
SFYF
49
HOLDINGS
45%
ALSO IN BBLU
BBLU
37
HOLDINGS
59%
ALSO IN SFYF
SECTOR DRIFT (SFYF minus BBLU)
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 SFYF |
Weight in BBLU |
Overlap | |
|---|---|---|---|---|
 |
NETFLIX INC | 13.9% | 22.3% | 13.9% |
|
NVIDIA CORP | 8.5% | 4.0% | 4.0% |
|
ADVANCED MICRO DEVICES | 4.4% | 3.6% | 3.6% |
|
MICROSOFT CORP | 4.5% | 3.5% | 3.5% |
|
APPLE INC | 4.6% | 3.5% | 3.5% |
SFYF Overweight Relative to BBLU
|
TESLA MOTORS INC | 7.1% |
|
NVIDIA CORP | 4.5% |
|
AMAZON.COM INC | 3.7% |
|
RIVIAN AUTOMOTIVE INC-A | 2.8% |
|
ALPHABET INC. CLASS A | 2.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.6% |
|
COINBASE GLOBAL, INC. CLASS A | 1.6% |
|
SHOPIFY, INC. CLASS A | 1.4% |
SFYF Underweight Relative to BBLU
|
NETFLIX INC | -8.4% |
|
JPMORGAN CHASE & CO | -3.8% |
|
VISA INC. CLASS A | -3.1% |
|
ORACLE CORP | -3.1% |
|
WELLS FARGO & CO | -3.1% |
|
CISCO SYSTEMS INC | -2.7% |
|
MERCK & CO. INC. | -2.7% |
|
INTL BUSINESS MACHINES CORP | -2.6% |
|
RTX CORP | -2.5% |
|
BANK OF AMERICA CORP | -2.5% |