Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
WCLD
69
HOLDINGS
30%
ALSO IN CLOU
CLOU
37
HOLDINGS
51%
ALSO IN WCLD
SECTOR DRIFT (WCLD minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in WCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 2.2% | 3.1% | 2.2% |
|
SNOWFLAKE, INC. CLASS A | 2.1% | 3.5% | 2.1% |
|
DROPBOX, INC. CLASS A | 1.8% | 4.2% | 1.8% |
|
PAYCOM SOFTWARE INC | 1.7% | 4.1% | 1.7% |
|
QUALYS INC | 1.6% | 4.1% | 1.6% |
WCLD Overweight Relative to CLOU
|
OLO, INC. CLASS A | 2.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.4% |
|
CLOUDFLARE INC CLASS A | 2.3% |
|
APPFOLIO INC CLASS A | 2.2% |
|
JFROG LTD. | 2.1% |
|
SHOPIFY, INC. CLASS A | 2.1% |
|
CYBERARK SOFTWARE LTD. | 1.9% |
|
MONGODB, INC. CLASS A | 1.9% |
|
VEEVA SYSTEMS INC-CLASS A | 1.9% |
|
DATADOG INC CLASS A | 1.8% |
WCLD Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -4.7% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.3% |
 |
SHOPIFY, INC. CLASS A | -4.2% |
|
DIGITAL REALTY TRUST INC | -4.0% |
|
SALESFORCE.COM INC | -3.1% |
|
HUBSPOT INC | -2.8% |
|
PAPA MURPHY'S HOLDINGS INC | -2.7% |
|
WORKIVA, INC. CLASS A | -2.7% |
|
PROCORE TECHNOLOGIES INC | -2.6% |
|
TWILIO, INC. CLASS A | -2.5% |