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
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
XDAT
70
HOLDINGS
19%
ALSO IN CLOU
CLOU
37
HOLDINGS
27%
ALSO IN XDAT
SECTOR DRIFT (XDAT 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 XDAT |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 5.6% | 4.1% | 4.1% |
|
SNOWFLAKE, INC. CLASS A | 3.4% | 3.5% | 3.4% |
|
ALPHABET INC. CLASS A | 6.7% | 2.1% | 2.1% |
|
MICROSOFT CORP | 8.3% | 2.0% | 2.0% |
|
SALESFORCE.COM INC | 1.6% | 4.4% | 1.6% |
XDAT Overweight Relative to CLOU
|
META PLATFORMS INC | 8.9% |
|
CLOUDFLARE INC CLASS A | 8.8% |
|
MICROSOFT CORP | 6.3% |
|
PALO ALTO NETWORKS INC | 5.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.0% |
|
ALPHABET INC. CLASS A | 4.6% |
|
APPLOVIN CORP. CLASS A | 3.9% |
|
NETFLIX INC | 3.5% |
|
MONGODB, INC. CLASS A | 3.3% |
|
DATADOG INC CLASS A | 3.1% |
XDAT Underweight Relative to CLOU
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.3% |
|
WORKIVA, INC. CLASS A | -4.2% |
 |
SHOPIFY, INC. CLASS A | -4.2% |
|
DROPBOX, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.1% |
|
TWILIO, INC. CLASS A | -4.1% |
|
BOX, INC. CLASS A | -4.0% |
|
PROCORE TECHNOLOGIES INC | -4.0% |
|
WORKDAY INC-CLASS A | -4.0% |
|
DIGITAL REALTY TRUST INC | -4.0% |