Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
WCLD
64
HOLDINGS
38%
ALSO IN FCLD
FCLD
61
HOLDINGS
49%
ALSO IN WCLD
SECTOR DRIFT (WCLD minus FCLD)
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 WCLD |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
TWILIO, INC. CLASS A | 2.5% | 3.0% | 2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.5% | 2.1% | 2.1% |
|
DATADOG INC CLASS A | 1.9% | 3.1% | 1.9% |
|
ATLASSIAN CORP. CLASS A | 1.8% | 2.0% | 1.8% |
|
NUTANIX, INC. CLASS A | 1.7% | 1.8% | 1.7% |
WCLD Overweight Relative to FCLD
|
FASTLY, INC. CLASS A | 2.4% |
|
BRAZE, INC. CLASS A | 2.1% |
|
CLOUDFLARE INC CLASS A | 1.9% |
|
PALO ALTO NETWORKS INC | 1.9% |
 |
WIX.COM LTD | 1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 1.8% |
|
NCINO, INC. | 1.8% |
|
PAYCOM SOFTWARE INC | 1.8% |
|
SAMSARA, INC. CLASS A | 1.8% |
|
PROCORE TECHNOLOGIES INC | 1.8% |
WCLD Underweight Relative to FCLD
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -7.1% |
|
WESTERN DIGITAL CORP | -6.3% |
|
EQUINIX INC | -4.4% |
|
MICROSOFT CORP | -4.3% |
|
APPLOVIN CORP. CLASS A | -3.8% |
|
DIGITAL REALTY TRUST INC | -3.5% |
|
COREWEAVE INC-CL A | -3.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.8% |
|
PURE STORAGE, INC. CLASS A | -2.4% |
|
SALESFORCE.COM INC | -2.3% |