Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
34.2%
% of BWEB's 43 holdings also in BLCN
25.5%
% of BLCN's 51 holdings also in BWEB
Overlap by Weight
Sector Drift (BWEB minus BLCN)
Overlapping Holdings
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| Company | Weight in BWEB |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
COINBASE GLOBAL, INC. CLASS A | 8.0% | 4.4% | 4.4% |
|
MARATHON DIGITAL HOLDINGS INC | 4.3% | 7.5% | 4.3% |
|
BLOCK INC. | 4.2% | 5.0% | 4.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.4% | 4.8% | 3.4% |
|
META PLATFORMS INC | 7.6% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
BWEB Overweight Relative to BLCN
|
ROBLOX CORP. CLASS A | 9.1% |
|
EQUINIX INC | 8.2% |
|
SHOPIFY, INC. CLASS A | 7.8% |
|
CLOUDFLARE INC CLASS A | 4.8% |
|
ELECTRONIC ARTS INC | 4.8% |
|
META PLATFORMS INC | 4.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.1% |
|
UNITY SOFTWARE, INC. | 3.7% |
|
COINBASE GLOBAL, INC. CLASS A | 3.6% |
|
AKAMAI TECHNOLOGIES | 2.6% |
BWEB Underweight Relative to BLCN
|
MICROSTRATEGY INC-CL A | -8.4% |
 |
ACCENTURE PLC-CL A | -3.6% |
|
MARATHON DIGITAL HOLDINGS INC | -3.1% |
|
RIOT BLOCKCHAIN INC | -2.8% |
|
PAYPAL HOLDINGS INC | -2.8% |
|
NVIDIA CORP | -2.7% |
 |
PLUS500 LTD. | -2.0% |
|
MICROSOFT CORP | -2.0% |
|
QUALCOMM INC | -1.8% |
|
ORACLE CORP | -1.8% |