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
23%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
OGIG
49
HOLDINGS
31%
ALSO IN CLOU
CLOU
38
HOLDINGS
39%
ALSO IN OGIG
SECTOR DRIFT (OGIG minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in OGIG |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 3.3% | 3.8% | 3.3% |
 |
SNOWFLAKE, INC. CLASS A | 2.4% | 6.6% | 2.4% |
|
CLOUDFLARE INC CLASS A | 2.2% | 4.0% | 2.2% |
|
ZSCALER, INC. | 2.2% | 5.3% | 2.2% |
|
DATADOG INC CLASS A | 2.1% | 5.2% | 2.1% |
OGIG Overweight Relative to CLOU
|
META PLATFORMS INC | 5.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.3% |
|
MICROSOFT CORP | 4.7% |
|
AMAZON.COM INC | 4.6% |
|
ALPHABET INC. CLASS A | 4.1% |
|
ORACLE CORP | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.1% |
|
PALO ALTO NETWORKS INC | 3.0% |
|
RUBRIK INC-A | 2.6% |
 |
MERCADOLIBRE INC | 2.0% |
OGIG Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -6.1% |
|
QUALYS INC | -4.9% |
|
SNOWFLAKE, INC. CLASS A | -4.2% |
|
WORKDAY INC-CLASS A | -3.8% |
|
BOX, INC. CLASS A | -3.7% |
|
DROPBOX, INC. CLASS A | -3.6% |
|
TWILIO, INC. CLASS A | -3.2% |
|
PROCORE TECHNOLOGIES INC | -3.2% |
|
ZSCALER, INC. | -3.2% |
|
HUBSPOT INC | -3.1% |