Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
WGMI
26
HOLDINGS
50%
ALSO IN NODE
NODE
43
HOLDINGS
48%
ALSO IN WGMI
SECTOR DRIFT (WGMI minus NODE)
OVERLAPPING HOLDINGS
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| Company | Weight in WGMI |
Weight in NODE |
Overlap | |
|---|---|---|---|---|
 |
HUT 8 CORP | 7.0% | 4.9% | 4.9% |
 |
TERAWULF INC. | 4.6% | 4.9% | 4.6% |
 |
IREN LTD | 4.4% | 4.2% | 4.2% |
|
CLEANSPARK, INC. | 4.2% | 3.4% | 3.4% |
|
RIOT BLOCKCHAIN INC | 4.3% | 3.3% | 3.3% |
WGMI Overweight Relative to NODE
 |
NEBIUS GROUP NV | 8.1% |
|
COREWEAVE INC-CL A | 7.0% |
|
KEEL INFRASTRUCTURE CORP | 5.8% |
|
CIPHER MINING INC | 5.7% |
|
AEROHIVE NETWORKS INC | 4.7% |
|
WHITEFIBER INC | 3.3% |
|
NVIDIA CORP | 2.7% |
|
HUT 8 CORP | 2.1% |
|
MARATHON DIGITAL HOLDINGS INC | 1.6% |
|
SOLUNA HOLDINGS, INC. | 1.4% |
WGMI Underweight Relative to NODE
|
FIGURE TECHNOLOGY SOLUT-CL A | -5.6% |
|
CIRCLE INTERNET GROUP INC | -3.7% |
|
TALEN ENERGY CORP | -2.4% |
 |
GLOBAL UNICHIP CORP | -2.2% |
|
COINBASE GLOBAL, INC. CLASS A | -2.0% |
 |
AKER ASA-A SHARES | -1.9% |
|
VISTRA ENERGY CORP. | -1.6% |
|
STRATEGY INC | -1.6% |
|
GALAXY DIGITAL INC-A | -1.5% |
|
BULLISH | -1.4% |