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
11
# OF OVERLAPPING
HOLDINGS
FDN
42
HOLDINGS
28%
ALSO IN CLOU
CLOU
37
HOLDINGS
30%
ALSO IN FDN
SECTOR DRIFT (FDN minus CLOU)
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 FDN |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.7% | 3.9% | 3.7% |
|
SNOWFLAKE, INC. CLASS A | 2.9% | 3.2% | 2.9% |
|
ALPHABET INC. CLASS A | 6.0% | 2.3% | 2.3% |
|
AMAZON.COM INC | 10.2% | 2.0% | 2.0% |
|
WORKDAY INC-CLASS A | 1.4% | 2.8% | 1.4% |
FDN Overweight Relative to CLOU
|
META PLATFORMS INC | 10.7% |
|
NETFLIX INC | 9.7% |
|
AMAZON.COM INC | 8.1% |
|
CISCO SYSTEMS INC | 7.4% |
|
ARISTA NETWORKS, INC. | 5.2% |
|
ALPHABET INC. CLASS C | 4.7% |
|
BOOKING HOLDINGS INC. | 4.1% |
|
ALPHABET INC. CLASS A | 3.7% |
|
CLOUDFLARE INC CLASS A | 3.2% |
|
DOORDASH, INC. CLASS A | 2.9% |
FDN Underweight Relative to CLOU
|
DIGITALOCEAN HOLDINGS, INC. | -6.4% |
|
AKAMAI TECHNOLOGIES | -6.3% |
|
DIGITAL REALTY TRUST INC | -5.1% |
|
TWILIO, INC. CLASS A | -4.7% |
|
DROPBOX, INC. CLASS A | -4.1% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
FASTLY, INC. CLASS A | -3.7% |
|
BOX, INC. CLASS A | -3.5% |
|
PROCORE TECHNOLOGIES INC | -3.5% |
|
PAYCOM SOFTWARE INC | -3.4% |