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
24%

OVERLAP
BY WEIGHT
17

# OF OVERLAPPING
HOLDINGS
CLOU
37
HOLDINGS
46%
ALSO IN WCLD
WCLD
68
HOLDINGS
28%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus WCLD)
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 WCLD
Overlap
DIGITALOCEAN HOLDINGS, INC. 6.0% 2.2% 2.2%
TWILIO, INC. CLASS A 4.4% 1.9% 1.9%
WORKIVA, INC. CLASS A 3.8% 1.6% 1.6%
PROCORE TECHNOLOGIES INC 3.2% 1.6% 1.6%
SNOWFLAKE, INC. CLASS A 3.1% 1.5% 1.5%
CLOU Overweight Relative to WCLD
AKAMAI TECHNOLOGIES 6.4%
ZOOM VIDEO COMMUNICATIONS, INC. CLAS 5.5%
DIGITAL REALTY TRUST INC 5.0%
DROPBOX, INC. CLASS A 4.3%
DIGITALOCEAN HOLDINGS, INC. 3.8%
BOX, INC. CLASS A 3.7%
SHOPIFY, INC. CLASS A 3.5%
21VIANET GROUP, INC. SPONSORED ADR C 3.1%
PAYCOM SOFTWARE INC 2.9%
TWILIO, INC. CLASS A 2.5%
CLOU Underweight Relative to WCLD
MONGODB, INC. CLASS A -2.7%
SEMRUSH HOLDINGS, INC. CLASS A -2.2%
UIPATH INC CLASS A -2.1%
JFROG LTD. -1.9%
BRAZE, INC. CLASS A -1.9%
BILL.COM HOLDINGS, INC. -1.9%
CLEARWATER AN-A -1.8%
CELLEBRITE DI LTD. -1.6%
SHOPIFY, INC. CLASS A -1.6%
AGILYSYS INC -1.6%
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