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
16%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
LGRO
48
HOLDINGS
17%
ALSO IN CLOU
CLOU
37
HOLDINGS
22%
ALSO IN LGRO
SECTOR DRIFT (LGRO minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in LGRO |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 2.3% | 3.4% | 2.3% |
|
TWILIO, INC. CLASS A | 2.3% | 4.3% | 2.3% |
|
ALPHABET INC. CLASS A | 6.7% | 2.2% | 2.2% |
|
AMAZON.COM INC | 6.2% | 2.1% | 2.1% |
|
MICROSOFT CORP | 5.2% | 2.0% | 2.0% |
LGRO Overweight Relative to CLOU
|
APPLE INC | 6.7% |
|
ALPHABET INC. CLASS A | 4.5% |
|
AMAZON.COM INC | 4.1% |
|
NVIDIA CORP | 3.9% |
|
RH | 3.6% |
|
UNITEDHEALTH GROUP INC | 3.2% |
|
MICROSOFT CORP | 3.2% |
|
UBER TECHNOLOGIES, INC. | 3.0% |
|
PAYPAL HOLDINGS INC | 3.0% |
|
META PLATFORMS INC | 2.6% |
LGRO Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -5.0% |
 |
SHOPIFY, INC. CLASS A | -4.4% |
|
DIGITALOCEAN HOLDINGS, INC. | -4.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.3% |
|
WORKIVA, INC. CLASS A | -4.2% |
|
DROPBOX, INC. CLASS A | -4.0% |
|
DIGITAL REALTY TRUST INC | -3.9% |
|
HUBSPOT INC | -3.9% |
|
PROCORE TECHNOLOGIES INC | -3.9% |
|
BOX, INC. CLASS A | -3.8% |