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
16%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
VGT
318
HOLDINGS
7%
ALSO IN BLCN
BLCN
51
HOLDINGS
40%
ALSO IN VGT
SECTOR DRIFT (VGT minus BLCN)
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 VGT |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 12.9% | 2.0% | 2.0% |
|
ORACLE CORP | 2.4% | 1.9% | 1.9% |
|
NVIDIA CORP | 16.8% | 1.9% | 1.9% |
|
ADVANCED MICRO DEVICES | 1.9% | 2.6% | 1.9% |
|
CISCO SYSTEMS INC | 1.4% | 1.9% | 1.4% |
VGT Overweight Relative to BLCN
|
NVIDIA CORP | 14.9% |
|
APPLE INC | 13.2% |
|
MICROSOFT CORP | 10.9% |
|
BROADCOM INC. | 4.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.0% |
|
SALESFORCE.COM INC | 1.2% |
|
LAM RESEARCH CORP | 1.0% |
|
APPLIED MATERIALS INC | 1.0% |
|
SERVICENOW INC | 1.0% |
|
INTUIT INC | 0.9% |
VGT Underweight Relative to BLCN
|
RIOT BLOCKCHAIN INC | -4.4% |
|
CIPHER MINING INC | -4.1% |
|
TERAWULF INC. | -3.8% |
|
CUSTOMERS BANCORP INC | -3.0% |
|
MARATHON DIGITAL HOLDINGS INC | -2.6% |
 |
IRIS ENERGY LTD. | -2.6% |
|
CLEANSPARK, INC. | -2.3% |
 |
HUT 8 CORP | -2.3% |
|
BLOCK INC. | -2.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | -2.0% |