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
20%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
XDAT
63
HOLDINGS
19%
ALSO IN CLOU
CLOU
38
HOLDINGS
29%
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 | 5.2% | 7.3% | 5.2% |
|
CLOUDFLARE INC CLASS A | 10.5% | 4.0% | 4.0% |
|
DATADOG INC CLASS A | 4.0% | 4.8% | 4.0% |
|
MICROSOFT CORP | 4.1% | 1.8% | 1.8% |
|
ALPHABET INC. CLASS A | 10.1% | 1.3% | 1.3% |
XDAT Overweight Relative to CLOU
|
ALPHABET INC. CLASS A | 8.8% |
|
META PLATFORMS INC | 7.4% |
|
CLOUDFLARE INC CLASS A | 6.4% |
|
APPLOVIN CORP. CLASS A | 5.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.5% |
|
PALO ALTO NETWORKS INC | 4.3% |
|
MONGODB, INC. CLASS A | 4.2% |
|
JFROG LTD. | 3.5% |
|
ORACLE CORP | 3.4% |
 |
NEBIUS GROUP NV | 2.9% |
XDAT Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -5.4% |
|
WORKDAY INC-CLASS A | -4.7% |
|
TWILIO, INC. CLASS A | -4.7% |
|
SALESFORCE.COM INC | -3.9% |
|
SERVICENOW INC | -3.9% |
|
DROPBOX, INC. CLASS A | -3.6% |
 |
SHOPIFY, INC. CLASS A | -3.6% |
|
QUALYS INC | -3.5% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.4% |
|
HUBSPOT INC | -3.3% |