Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
WGMI
26
HOLDINGS
64%
ALSO IN NODE
NODE
43
HOLDINGS
52%
ALSO IN WGMI
SECTOR DRIFT (WGMI minus NODE)
OVERLAPPING HOLDINGS
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| Company | Weight in WGMI |
Weight in NODE |
Overlap | |
|---|---|---|---|---|
 |
TERAWULF INC. | 5.1% | 5.2% | 5.1% |
 |
HUT 8 CORP | 7.1% | 4.9% | 4.9% |
 |
IREN LTD | 4.5% | 4.1% | 4.1% |
|
CLEANSPARK, INC. | 4.3% | 3.6% | 3.6% |
|
CORE SCIENTIFIC, INC. | 4.7% | 3.6% | 3.6% |
WGMI Overweight Relative to NODE
 |
NEBIUS GROUP NV | 8.2% |
|
COREWEAVE INC-CL A | 7.4% |
|
CIPHER MINING INC | 5.5% |
|
KEEL INFRASTRUCTURE CORP | 4.5% |
|
WHITEFIBER INC | 3.6% |
|
NVIDIA CORP | 2.8% |
|
HUT 8 CORP | 2.2% |
|
MARATHON DIGITAL HOLDINGS INC | 1.7% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 1.2% |
|
CORE SCIENTIFIC, INC. | 1.1% |
WGMI Underweight Relative to NODE
|
FIGURE TECHNOLOGY SOLUT-CL A | -5.4% |
|
CIRCLE INTERNET GROUP INC | -3.2% |
|
TALEN ENERGY CORP | -2.6% |
|
GLOBAL UNICHIP CORP | -2.3% |
|
COINBASE GLOBAL, INC. CLASS A | -2.2% |
 |
AKER ASA-A SHARES | -2.0% |
|
VISTRA ENERGY CORP. | -1.6% |
|
STRATEGY INC | -1.5% |
|
CONSTELLATION ENERGY CORPORATION | -1.4% |
|
BLOCK INC. | -1.3% |