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
17%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
OGIG
60
HOLDINGS
20%
ALSO IN CLOU
CLOU
37
HOLDINGS
32%
ALSO IN OGIG
SECTOR DRIFT (OGIG 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 OGIG |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 2.4% | 4.4% | 2.4% |
 |
ALPHABET INC. CLASS A | 6.5% | 2.2% | 2.2% |
|
AMAZON.COM INC | 5.8% | 2.1% | 2.1% |
|
MICROSOFT CORP | 6.1% | 2.0% | 2.0% |
|
SNOWFLAKE, INC. CLASS A | 1.9% | 3.4% | 1.9% |
OGIG Overweight Relative to CLOU
|
META PLATFORMS INC | 6.2% |
|
ALPHABET INC. CLASS A | 4.3% |
|
MICROSOFT CORP | 4.1% |
|
AMAZON.COM INC | 3.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.4% |
|
ORACLE CORP | 2.8% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 2.5% |
 |
MERCADOLIBRE INC | 2.2% |
|
APPLOVIN CORP. CLASS A | 2.1% |
|
NETFLIX INC | 1.9% |
OGIG Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -5.0% |
|
DIGITALOCEAN HOLDINGS, INC. | -4.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.3% |
|
TWILIO, INC. CLASS A | -4.3% |
|
WORKIVA, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.0% |
|
DROPBOX, INC. CLASS A | -4.0% |
|
DIGITAL REALTY TRUST INC | -3.9% |
|
PROCORE TECHNOLOGIES INC | -3.9% |
|
BOX, INC. CLASS A | -3.8% |