Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
31%
ALSO IN BLCN
BLCN
58
HOLDINGS
20%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus BLCN)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in XNTK |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 4.0% | 3.7% | 3.7% |
|
MICROSOFT CORP | 2.8% | 2.8% | 2.8% |
|
CISCO SYSTEMS INC | 2.6% | 2.4% | 2.4% |
|
NVIDIA CORP | 2.9% | 2.3% | 2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.1% | 2.1% | 2.1% |
XNTK Overweight Relative to BLCN
|
LAM RESEARCH CORP | 3.8% |
|
INTEL CORP | 3.3% |
 |
ASML HOLDING NV-NY REG SHS | 3.3% |
|
APPLIED MATERIALS INC | 3.2% |
|
AMAZON.COM INC | 3.0% |
|
AMPHENOL CORP-CL A | 3.0% |
|
ALPHABET INC. CLASS A | 2.9% |
|
BOOKING HOLDINGS INC. | 2.9% |
|
META PLATFORMS INC | 2.8% |
|
UBER TECHNOLOGIES, INC. | 2.8% |
XNTK Underweight Relative to BLCN
 |
CELESTICA INC | -4.0% |
|
KINAXIS, INC. | -4.0% |
 |
ADVANTEST CORP | -3.7% |
|
YASKAWA ELECTRIC CORP | -3.5% |
 |
LM ERICSSON TELEFON AB CLASS B | -3.4% |
|
DOCEBO, INC. | -3.4% |
|
PKSHA TECHNOLOGY, INC. | -3.2% |
|
MURATA MANUFACTURING CO LTD | -2.7% |
 |
BAIDU INC - SPON ADR | -2.5% |
|
JPMORGAN CHASE & CO | -2.3% |