Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
57%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
WGMI
26
HOLDINGS
73%
ALSO IN GCPU
GCPU
29
HOLDINGS
55%
ALSO IN WGMI
SECTOR DRIFT (WGMI minus GCPU)
OVERLAPPING HOLDINGS
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| Company | Weight in WGMI |
Weight in GCPU |
Overlap | |
|---|---|---|---|---|
 |
NEBIUS GROUP NV | 8.2% | 8.0% | 8.0% |
 |
COREWEAVE INC-CL A | 7.4% | 7.8% | 7.4% |
 |
HUT 8 CORP | 7.1% | 6.9% | 6.9% |
|
CORE SCIENTIFIC, INC. | 4.7% | 4.9% | 4.7% |
|
TERAWULF INC. | 5.1% | 4.7% | 4.7% |
WGMI Overweight Relative to GCPU
|
CIPHER MINING INC | 6.1% |
|
KEEL INFRASTRUCTURE CORP | 5.7% |
|
NVIDIA CORP | 3.9% |
|
WHITEFIBER INC | 3.5% |
|
BITDEER TECHNOLO | 2.1% |
|
CLEANSPARK, INC. | 1.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 1.2% |
|
BLOCK INC. | 1.1% |
|
RIOT BLOCKCHAIN INC | 1.0% |
|
MARATHON DIGITAL HOLDINGS INC | 0.9% |
WGMI Underweight Relative to GCPU
|
DIGITALOCEAN HOLDINGS, INC. | -7.6% |
|
HEWLETT PACKARD ENTERPRISE CO. | -6.2% |
 |
SBI HOLDINGS INC | -6.0% |
|
GALAXY DIGITAL INC-A | -2.8% |
|
KEEL INFRASTRUCTURE CORP | -2.0% |
 |
IREN LTD | -1.6% |
|
BIT DIGITAL, INC. | -1.5% |
 |
SIFY TECHNOLOGIES-SPON ADR | -1.3% |
|
AEROHIVE NETWORKS INC | -0.8% |
 |
CANAAN INC. SPONSORED ADR CLASS A | -0.5% |