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
15%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
26%
ALSO IN CLOU
CLOU
37
HOLDINGS
24%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus CLOU)
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 XNTK |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 2.8% | 4.4% | 2.8% |
 |
SALESFORCE.COM INC | 2.7% | 4.5% | 2.7% |
|
SERVICENOW INC | 2.3% | 3.4% | 2.3% |
|
ALPHABET INC. CLASS A | 2.9% | 2.2% | 2.2% |
|
AMAZON.COM INC | 3.0% | 2.1% | 2.1% |
XNTK Overweight Relative to CLOU
|
MICRON TECHNOLOGY INC | 4.0% |
|
LAM RESEARCH CORP | 3.8% |
|
INTEL CORP | 3.3% |
 |
ASML HOLDING NV-NY REG SHS | 3.3% |
|
APPLIED MATERIALS INC | 3.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.1% |
|
AMPHENOL CORP-CL A | 3.0% |
|
TEXAS INSTRUMENTS INC | 2.9% |
|
NVIDIA CORP | 2.9% |
|
BOOKING HOLDINGS INC. | 2.9% |
XNTK Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -5.0% |
|
DIGITALOCEAN HOLDINGS, INC. | -4.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.3% |
|
TWILIO, INC. CLASS A | -4.3% |
|
WORKIVA, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.0% |
|
DROPBOX, INC. CLASS A | -4.0% |
|
HUBSPOT INC | -3.9% |
|
DIGITAL REALTY TRUST INC | -3.9% |
|
PROCORE TECHNOLOGIES INC | -3.9% |