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
5
# OF OVERLAPPING
HOLDINGS
CLOU
37
HOLDINGS
14%
ALSO IN PSWD
PSWD
61
HOLDINGS
11%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus PSWD)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOU |
Weight in PSWD |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 5.0% | 5.7% | 5.0% |
|
QUALYS INC | 3.8% | 5.1% | 3.8% |
|
ZSCALER, INC. | 2.8% | 3.6% | 2.8% |
 |
21VIANET GROUP, INC. SPONSORED ADR CLASS A | 2.5% | 2.1% | 2.1% |
|
FASTLY, INC. CLASS A | 1.2% | 2.2% | 1.2% |
CLOU Overweight Relative to PSWD
|
SALESFORCE.COM INC | 4.5% |
 |
SHOPIFY, INC. CLASS A | 4.4% |
|
DIGITALOCEAN HOLDINGS, INC. | 4.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 4.3% |
|
TWILIO, INC. CLASS A | 4.3% |
|
WORKIVA, INC. CLASS A | 4.2% |
|
PAYCOM SOFTWARE INC | 4.0% |
|
DROPBOX, INC. CLASS A | 4.0% |
|
DIGITAL REALTY TRUST INC | 3.9% |
|
HUBSPOT INC | 3.9% |
CLOU Underweight Relative to PSWD
|
OKTA, INC. CLASS A | -4.7% |
 |
CHECK POINT SOFTWARE TECH | -4.6% |
|
GDS HOLDINGS LTD. | -4.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.6% |
|
FORTINET INC | -4.6% |
|
CYBERARK SOFTWARE LTD. | -4.3% |
|
PALO ALTO NETWORKS INC | -4.2% |
 |
TREND MICRO INC | -4.0% |
 |
NEXTDC LIMITED | -3.9% |
|
TENABLE HOLDINGS, INC. | -3.2% |