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
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
16%
ALSO IN CLOU
CLOU
37
HOLDINGS
22%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in DRUP |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.5% | 3.9% | 3.5% |
|
ALPHABET INC. CLASS A | 4.9% | 2.5% | 2.5% |
|
SERVICENOW INC | 2.5% | 2.9% | 2.5% |
|
MICROSOFT CORP | 9.2% | 2.0% | 2.0% |
|
WORKDAY INC-CLASS A | 1.7% | 3.5% | 1.7% |
DRUP Overweight Relative to CLOU
|
MICROSOFT CORP | 7.3% |
|
META PLATFORMS INC | 6.8% |
|
BROADCOM INC. | 4.8% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
|
INTUITIVE SURGICAL INC | 2.4% |
DRUP Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -6.4% |
|
DIGITALOCEAN HOLDINGS, INC. | -6.0% |
|
DIGITAL REALTY TRUST INC | -5.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.5% |
|
TWILIO, INC. CLASS A | -4.4% |
|
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% |