Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
WCLD
66
HOLDINGS
31%
ALSO IN CLOU
CLOU
38
HOLDINGS
47%
ALSO IN WCLD
SECTOR DRIFT (WCLD minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in WCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 1.9% | 5.3% | 1.9% |
|
QUALYS INC | 1.8% | 4.9% | 1.8% |
|
PAYCOM SOFTWARE INC | 1.7% | 6.1% | 1.7% |
|
WORKIVA, INC. CLASS A | 1.6% | 2.7% | 1.6% |
|
FIVE9 INC | 1.6% | 1.7% | 1.6% |
WCLD Overweight Relative to CLOU
|
NETSKOPE INC-CL A | 2.4% |
|
OKTA, INC. CLASS A | 2.2% |
|
BRAZE, INC. CLASS A | 2.1% |
|
TENABLE HOLDINGS, INC. | 2.1% |
|
PAGERDUTY, INC. | 2.0% |
|
DOCUSIGN, INC. | 1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.9% |
|
GITLAB, INC. CLASS A | 1.9% |
|
AVEPOINT, INC. CLASS A | 1.8% |
|
VEEVA SYSTEMS INC-CLASS A | 1.8% |
WCLD Underweight Relative to CLOU
|
SNOWFLAKE, INC. CLASS A | -5.2% |
|
PAYCOM SOFTWARE INC | -4.4% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
DATADOG INC CLASS A | -3.8% |
|
BOX, INC. CLASS A | -3.7% |
|
DROPBOX, INC. CLASS A | -3.6% |
|
ZSCALER, INC. | -3.4% |
|
WORKDAY INC-CLASS A | -3.3% |
|
QUALYS INC | -3.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.9% |