Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
BUG.L
30
HOLDINGS
24%
ALSO IN WCLD.L
WCLD.L
64
HOLDINGS
13%
ALSO IN BUG.L
SECTOR DRIFT (BUG.L minus WCLD.L)
OVERLAPPING HOLDINGS
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| Company | Weight in BUG.L |
Weight in WCLD.L |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 7.0% | 2.4% | 2.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 6.9% | 2.4% | 2.4% |
|
RUBRIK INC-A | 4.8% | 2.0% | 2.0% |
|
TENABLE HOLDINGS, INC. | 4.6% | 1.8% | 1.8% |
|
OKTA, INC. CLASS A | 7.4% | 1.8% | 1.8% |
BUG.L Overweight Relative to WCLD.L
|
FORTINET INC | 7.9% |
|
AKAMAI TECHNOLOGIES | 6.7% |
|
OKTA, INC. CLASS A | 5.6% |
|
SAILPOINT TECHNOLOGIES HOLDINGS, INC | 5.5% |
|
GEN DIGITAL INC | 4.7% |
|
PALO ALTO NETWORKS INC | 4.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.5% |
|
VARONIS SYSTEMS INC | 4.3% |
 |
CHECK POINT SOFTWARE TECH | 4.2% |
|
COMMVAULT SYSTEMS INC | 4.1% |
BUG.L Underweight Relative to WCLD.L
|
DIGITALOCEAN HOLDINGS, INC. | -3.3% |
|
DATADOG INC CLASS A | -2.7% |
|
JFROG LTD. | -2.7% |
|
TWILIO, INC. CLASS A | -2.3% |
|
SNOWFLAKE, INC. CLASS A | -1.9% |
|
BRAZE, INC. CLASS A | -1.9% |
|
CLOUDFLARE INC CLASS A | -1.8% |
|
ZETA GLOBAL HOLDINGS CORP. CLASS A | -1.7% |
|
ATLASSIAN CORP. CLASS A | -1.7% |
|
NUTANIX, INC. CLASS A | -1.7% |