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
33%
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in FCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 4.7% | 4.5% | 4.5% |
|
SERVICENOW INC | 4.0% | 3.4% | 3.4% |
|
SNOWFLAKE, INC. CLASS A | 3.6% | 3.4% | 3.4% |
|
DIGITAL REALTY TRUST INC | 3.1% | 3.9% | 3.1% |
|
WORKDAY INC-CLASS A | 3.1% | 3.8% | 3.1% |
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 | 2.4% |
|
NETAPP INC | 2.2% |
|
PURE STORAGE, INC. CLASS A | 2.1% |
|
NUTANIX, INC. CLASS A | 2.0% |
FCLD Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -5.0% |
 |
SHOPIFY, INC. CLASS A | -4.4% |
|
WORKIVA, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.0% |
|
PROCORE TECHNOLOGIES INC | -3.9% |
|
QUALYS INC | -3.8% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.2% |
|
SPS COMMERCE INC | -3.2% |
 |
WIX.COM LTD | -2.9% |
|
ZSCALER, INC. | -2.8% |