Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
34%
ALSO IN BLCN
BLCN
51
HOLDINGS
25%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus BLCN)
OVERLAPPING HOLDINGS
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| Company | Weight in XNTK |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 4.2% | 2.7% | 2.7% |
|
MICROSOFT CORP | 2.5% | 2.0% | 2.0% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED ADR | 4.2% | 2.0% | 2.0% |
|
MICRON TECHNOLOGY INC | 4.5% | 1.9% | 1.9% |
|
NVIDIA CORP | 2.9% | 1.9% | 1.9% |
XNTK Overweight Relative to BLCN
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.1% |
|
LAM RESEARCH CORP | 4.2% |
|
APPLOVIN CORP. CLASS A | 4.0% |
|
INTEL CORP | 4.0% |
|
BROADCOM INC. | 3.3% |
|
UBER TECHNOLOGIES, INC. | 3.3% |
 |
SHOPIFY, INC. CLASS A | 3.2% |
 |
ASML HOLDING NV-NY REG SHS | 3.0% |
|
ALPHABET INC. CLASS A | 2.9% |
|
APPLIED MATERIALS INC | 2.9% |
XNTK Underweight Relative to BLCN
|
CIPHER MINING INC | -5.4% |
 |
IRIS ENERGY LTD. | -5.2% |
|
TERAWULF INC. | -4.8% |
|
RIOT BLOCKCHAIN INC | -4.7% |
|
CLEANSPARK, INC. | -4.3% |
|
HUT 8 CORP | -4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | -4.2% |
|
GALAXY DIGITAL HOLDINGS LTD. | -3.8% |
|
MARATHON DIGITAL HOLDINGS INC | -2.7% |
|
PAYPAL HOLDINGS INC | -1.9% |