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
11

# OF OVERLAPPING
HOLDINGS
FDN
42
HOLDINGS
28%
ALSO IN CLOU
CLOU
37
HOLDINGS
30%
ALSO IN FDN
SECTOR DRIFT (FDN 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 FDN
Weight
in CLOU
Overlap
SALESFORCE.COM INC 3.7% 4.1% 3.7%
SNOWFLAKE, INC. CLASS A 2.7% 3.2% 2.7%
ALPHABET INC. CLASS A 6.1% 2.5% 2.5%
AMAZON.COM INC 10.2% 2.2% 2.2%
WORKDAY INC-CLASS A 1.4% 3.0% 1.4%
FDN Overweight Relative to CLOU
META PLATFORMS INC 11.2%
NETFLIX INC 9.7%
AMAZON.COM INC 8.0%
CISCO SYSTEMS INC 7.4%
ARISTA NETWORKS, INC. 5.1%
ALPHABET INC. CLASS C 4.8%
BOOKING HOLDINGS INC. 4.1%
ALPHABET INC. CLASS A 3.6%
DOORDASH, INC. CLASS A 3.1%
AIRBNB, INC. CLASS A 2.7%
FDN Underweight Relative to CLOU
AKAMAI TECHNOLOGIES -6.1%
DIGITALOCEAN HOLDINGS, INC. -5.5%
DIGITAL REALTY TRUST INC -5.3%
TWILIO, INC. CLASS A -4.7%
DROPBOX, INC. CLASS A -4.2%
SHOPIFY, INC. CLASS A -3.9%
ZOOM VIDEO COMMUNICATIONS, INC. CLAS -3.6%
PAYCOM SOFTWARE INC -3.6%
BOX, INC. CLASS A -3.5%
PROCORE TECHNOLOGIES INC -3.5%
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