Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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% |