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
16%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
AGIX
57
HOLDINGS
20%
ALSO IN CLOU
CLOU
37
HOLDINGS
24%
ALSO IN AGIX
SECTOR DRIFT (AGIX minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in AGIX |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.1% | 2.5% | 2.5% |
|
SERVICENOW INC | 2.5% | 2.9% | 2.5% |
|
SALESFORCE.COM INC | 2.4% | 3.9% | 2.4% |
|
AMAZON.COM INC | 2.9% | 2.1% | 2.1% |
|
MICROSOFT CORP | 4.9% | 2.0% | 2.0% |
AGIX Overweight Relative to CLOU
|
META PLATFORMS INC | 6.0% |
|
NVIDIA CORP | 3.4% |
|
MICROSOFT CORP | 2.9% |
|
TESLA MOTORS INC | 2.8% |
|
APPLE INC | 2.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.4% |
|
BROADCOM INC. | 2.1% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.1% |
|
NETFLIX INC | 2.0% |
|
APPLOVIN CORP. CLASS A | 1.9% |
AGIX Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -6.4% |
|
DIGITALOCEAN HOLDINGS, INC. | -6.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -5.5% |
|
DIGITAL REALTY TRUST INC | -5.0% |
|
DROPBOX, INC. CLASS A | -4.3% |
|
PAYCOM SOFTWARE INC | -3.9% |
|
WORKIVA, INC. CLASS A | -3.8% |
|
BOX, INC. CLASS A | -3.7% |
|
QUALYS INC | -3.7% |
|
WORKDAY INC-CLASS A | -3.5% |