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
22%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FDN
42
HOLDINGS
29%
ALSO IN CLOU
CLOU
38
HOLDINGS
32%
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 | 6.2% | 4.3% | 4.3% |
|
SNOWFLAKE, INC. CLASS A | 4.3% | 7.3% | 4.3% |
|
CLOUDFLARE INC CLASS A | 3.3% | 4.0% | 3.3% |
|
DATADOG INC CLASS A | 2.6% | 4.8% | 2.6% |
|
WORKDAY INC-CLASS A | 1.5% | 4.7% | 1.5% |
FDN Overweight Relative to CLOU
|
META PLATFORMS INC | 9.8% |
|
AMAZON.COM INC | 8.4% |
|
CISCO SYSTEMS INC | 7.2% |
|
ARISTA NETWORKS, INC. | 5.2% |
|
BOOKING HOLDINGS INC. | 4.9% |
|
ORACLE CORP | 4.1% |
|
NETFLIX INC | 3.9% |
|
ALPHABET INC. CLASS C | 3.8% |
|
ALPHABET INC. CLASS A | 3.5% |
|
DOORDASH, INC. CLASS A | 3.0% |
FDN Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -5.0% |
|
SERVICENOW INC | -4.7% |
|
TWILIO, INC. CLASS A | -4.7% |
|
ZSCALER, INC. | -3.8% |
|
QUALYS INC | -3.8% |
 |
SHOPIFY, INC. CLASS A | -3.6% |
|
DROPBOX, INC. CLASS A | -3.6% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.4% |
|
WORKDAY INC-CLASS A | -3.2% |
|
PROCORE TECHNOLOGIES INC | -3.0% |