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
14

# OF OVERLAPPING
HOLDINGS
FCLD
63
HOLDINGS
33%
ALSO IN CLOU
CLOU
37
HOLDINGS
38%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus CLOU)
OVERLAPPING HOLDINGS

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Company Weight
in FCLD
Weight
in CLOU
Overlap
SALESFORCE.COM INC 4.7% 4.1% 4.1%
SNOWFLAKE, INC. CLASS A 3.6% 3.2% 3.2%
SERVICENOW INC 4.0% 3.2% 3.2%
DIGITAL REALTY TRUST INC 3.1% 5.3% 3.1%
WORKDAY INC-CLASS A 3.1% 3.0% 3.0%
FCLD Overweight Relative to CLOU
EQUINIX INC 3.8%
WESTERN DIGITAL CORP 3.5%
SEAGATE TECHNOLOGY HOLDINGS PLC 3.4%
MONGODB, INC. CLASS A 2.8%
DATADOG INC CLASS A 2.8%
ATLASSIAN CORP. CLASS A 2.5%
MICROSOFT CORP 2.5%
NETAPP INC 2.2%
PURE STORAGE, INC. CLASS A 2.1%
NUTANIX, INC. CLASS A 2.0%
FCLD Underweight Relative to CLOU
AKAMAI TECHNOLOGIES -6.8%
DIGITALOCEAN HOLDINGS, INC. -4.4%
SHOPIFY, INC. CLASS A -3.9%
PAYCOM SOFTWARE INC -3.8%
PROCORE TECHNOLOGIES INC -3.5%
WORKIVA, INC. CLASS A -3.4%
QUALYS INC -3.2%
DROPBOX, INC. CLASS A -3.1%
21VIANET GROUP, INC. SPONSORED ADR C -3.1%
FASTLY, INC. CLASS A -3.0%
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