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
32%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
WCLD
64
HOLDINGS
33%
ALSO IN CLOU
CLOU
38
HOLDINGS
50%
ALSO IN WCLD
SECTOR DRIFT (WCLD 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 WCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
TWILIO, INC. CLASS A | 2.5% | 5.3% | 2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.5% | 6.1% | 2.5% |
|
FASTLY, INC. CLASS A | 2.4% | 2.1% | 2.1% |
|
CLOUDFLARE INC CLASS A | 1.9% | 4.2% | 1.9% |
|
DATADOG INC CLASS A | 1.9% | 6.1% | 1.9% |
WCLD Overweight Relative to CLOU
|
BRAZE, INC. CLASS A | 2.1% |
|
JFROG LTD. | 2.1% |
|
PALO ALTO NETWORKS INC | 1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.8% |
|
ATLASSIAN CORP. CLASS A | 1.8% |
|
NCINO, INC. | 1.8% |
|
SAMSARA, INC. CLASS A | 1.8% |
|
ZETA GLOBAL HOLDINGS CORP. CLASS A | 1.8% |
|
RINGCENTRAL, INC. CLASS A | 1.8% |
|
PAGERDUTY, INC. | 1.7% |
WCLD Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -5.0% |
|
SNOWFLAKE, INC. CLASS A | -4.7% |
|
DATADOG INC CLASS A | -4.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.6% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.5% |
|
DROPBOX, INC. CLASS A | -3.3% |
|
DIGITAL REALTY TRUST INC | -3.2% |
 |
SHOPIFY, INC. CLASS A | -3.1% |
|
SERVICENOW INC | -3.0% |
|
TWILIO, INC. CLASS A | -2.7% |