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
31%

OVERLAP
BY WEIGHT
14

# OF OVERLAPPING
HOLDINGS
CLOU
37
HOLDINGS
38%
ALSO IN FCLD
FCLD
63
HOLDINGS
33%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus FCLD)
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 CLOU
Weight
in FCLD
Overlap
SALESFORCE.COM INC 3.9% 4.7% 3.9%
SNOWFLAKE, INC. CLASS A 3.1% 3.6% 3.1%
DIGITAL REALTY TRUST INC 5.0% 3.1% 3.1%
WORKDAY INC-CLASS A 3.5% 3.1% 3.1%
SERVICENOW INC 2.9% 4.0% 2.9%
CLOU Overweight Relative to FCLD
AKAMAI TECHNOLOGIES 6.4%
DIGITALOCEAN HOLDINGS, INC. 4.9%
PAYCOM SOFTWARE INC 3.9%
WORKIVA, INC. CLASS A 3.8%
QUALYS INC 3.7%
SHOPIFY, INC. CLASS A 3.5%
ZOOM VIDEO COMMUNICATIONS, INC. CLAS 3.2%
PROCORE TECHNOLOGIES INC 3.2%
SPS COMMERCE INC 3.1%
21VIANET GROUP, INC. SPONSORED ADR C 3.1%
CLOU Underweight Relative to FCLD
EQUINIX INC -3.8%
WESTERN DIGITAL CORP -3.5%
SEAGATE TECHNOLOGY HOLDINGS PLC -3.4%
MONGODB, INC. CLASS A -2.8%
DATADOG INC CLASS A -2.8%
ATLASSIAN CORP. CLASS A -2.5%
MICROSOFT CORP -2.5%
NETAPP INC -2.2%
PURE STORAGE, INC. CLASS A -2.1%
NUTANIX, INC. CLASS A -2.0%
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