Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
16%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
OGIG
53
HOLDINGS
21%
ALSO IN CLOU
CLOU
37
HOLDINGS
32%
ALSO IN OGIG
SECTOR DRIFT (OGIG 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 OGIG |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
| ALPHABET INC. CLASS A | 7.3% | 2.3% | 2.3% | |
| SHOPIFY, INC. CLASS A | 2.2% | 3.8% | 2.2% | |
| AMAZON.COM INC | 6.0% | 2.0% | 2.0% | |
| SNOWFLAKE, INC. CLASS A | 1.9% | 3.2% | 1.9% | |
| MICROSOFT CORP | 6.1% | 1.9% | 1.9% | |
OGIG Overweight Relative to CLOU
| META PLATFORMS INC | 7.1% | |
| ALPHABET INC. CLASS A | 5.0% | |
| MICROSOFT CORP | 4.2% | |
| AMAZON.COM INC | 3.9% | |
| PALANTIR TECHNOLOGIES INC. CLASS A | 3.5% | |
| PALO ALTO NETWORKS INC | 2.8% | |
| ORACLE CORP | 2.7% | |
| PINDUODUO, INC. SPONSORED ADR CLASS | 2.6% | |
| NETFLIX INC | 2.5% | |
| CLOUDFLARE INC CLASS A | 2.3% |
OGIG Underweight Relative to CLOU
| AKAMAI TECHNOLOGIES | -7.1% | |
| DIGITALOCEAN HOLDINGS, INC. | -6.4% | |
| DIGITAL REALTY TRUST INC | -5.1% | |
| TWILIO, INC. CLASS A | -4.7% | |
| ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.3% | |
| DROPBOX, INC. CLASS A | -4.3% | |
| FASTLY, INC. CLASS A | -3.7% | |
| BOX, INC. CLASS A | -3.7% | |
| PAYCOM SOFTWARE INC | -3.7% | |
| PROCORE TECHNOLOGIES INC | -3.5% |