Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
17%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
WTRE
61
HOLDINGS
15%
ALSO IN WGMI
WGMI
26
HOLDINGS
32%
ALSO IN WTRE
SECTOR DRIFT (WTRE minus WGMI)
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 WTRE |
Weight in WGMI |
Overlap | |
|---|---|---|---|---|
 |
IREN LTD | 3.0% | 8.8% | 3.0% |
 |
HUT 8 CORP | 2.5% | 11.1% | 2.5% |
 |
APPLIED BLOCKCHAIN INC | 2.7% | 2.3% | 2.3% |
|
TERAWULF INC. | 2.3% | 2.3% | 2.3% |
|
RIOT BLOCKCHAIN INC | 2.1% | 4.4% | 2.1% |
WTRE Overweight Relative to WGMI
|
PROLOGIS INC | 6.4% |
|
EQUINIX INC | 6.0% |
|
DIGITAL REALTY TRUST INC | 5.2% |
|
GOODMAN GROUP | 4.9% |
|
IRON MOUNTAIN INC | 4.8% |
|
AMERICAN TOWER CORP-CL A | 4.1% |
|
AST SPACEMOBILE, INC. CLASS A | 4.0% |
|
CROWN CASTLE INTL CORP | 4.0% |
|
LEXINGTON REALTY TRUST | 3.2% |
 |
CELLNEX TELECOM S.A. | 3.2% |
WTRE Underweight Relative to WGMI
|
CIPHER MINING INC | -16.7% |
|
HUT 8 CORP | -8.6% |
|
KEEL INFRASTRUCTURE CORP | -8.6% |
|
IREN LTD | -5.8% |
|
CLEANSPARK, INC. | -4.9% |
|
AEROHIVE NETWORKS INC | -3.9% |
|
BITDEER TECHNOLO | -3.7% |
|
MARATHON DIGITAL HOLDINGS INC | -3.3% |
|
RIOT BLOCKCHAIN INC | -2.3% |
|
NVIDIA CORP | -2.3% |