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
24%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
XDAT
52
HOLDINGS
24%
ALSO IN CLOU
CLOU
38
HOLDINGS
32%
ALSO IN XDAT
SECTOR DRIFT (XDAT minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in XDAT |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 6.0% | 6.6% | 6.0% |
|
CLOUDFLARE INC CLASS A | 8.9% | 4.0% | 4.0% |
|
DATADOG INC CLASS A | 3.7% | 5.2% | 3.7% |
|
SERVICENOW INC | 2.2% | 3.5% | 2.2% |
|
MICROSOFT CORP | 4.9% | 1.9% | 1.9% |
XDAT Overweight Relative to CLOU
|
ALPHABET INC. CLASS A | 7.1% |
|
META PLATFORMS INC | 6.9% |
|
PALO ALTO NETWORKS INC | 6.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.1% |
|
CLOUDFLARE INC CLASS A | 4.9% |
|
MONGODB, INC. CLASS A | 3.9% |
|
JFROG LTD. | 3.5% |
|
MICROSOFT CORP | 3.0% |
|
OKTA, INC. CLASS A | 2.5% |
XDAT Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -6.1% |
|
WORKDAY INC-CLASS A | -4.7% |
|
QUALYS INC | -4.3% |
|
ZSCALER, INC. | -3.9% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
BOX, INC. CLASS A | -3.7% |
|
DROPBOX, INC. CLASS A | -3.6% |
|
SALESFORCE.COM INC | -3.2% |
|
PROCORE TECHNOLOGIES INC | -3.2% |
|
HUBSPOT INC | -3.1% |