Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
YNOT
102
HOLDINGS
16%
ALSO IN BLCN
BLCN
58
HOLDINGS
29%
ALSO IN YNOT
SECTOR DRIFT (YNOT minus BLCN)
OVERLAPPING HOLDINGS
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| Company | Weight in YNOT |
Weight in BLCN |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.9% | 2.8% | 2.8% |
|
MICRON TECHNOLOGY INC | 2.6% | 3.7% | 2.6% |
|
NVIDIA CORP | 6.7% | 2.3% | 2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.1% | 2.1% | 2.1% |
|
ORACLE CORP | 3.3% | 2.0% | 2.0% |
YNOT Overweight Relative to BLCN
|
ALPHABET INC. CLASS C | 10.1% |
|
AMAZON.COM INC | 8.3% |
|
NVIDIA CORP | 4.5% |
|
MICROSOFT CORP | 4.1% |
|
TESLA MOTORS INC | 3.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.2% |
 |
TENCENT HOLDINGS LTD-UNS ADR | 2.1% |
|
BROADCOM INC. | 2.0% |
|
AEROVIRONMENT INC | 1.5% |
|
LAM RESEARCH CORP | 1.5% |
YNOT 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% |
|
CISCO SYSTEMS INC | -2.4% |
|
BAIDU INC - SPON ADR | -2.3% |