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
32%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
CLOU
38
HOLDINGS
50%
ALSO IN WCLD
WCLD
64
HOLDINGS
33%
ALSO IN CLOU
SECTOR DRIFT (CLOU minus WCLD)
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 CLOU |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
TWILIO, INC. CLASS A | 5.0% | 2.5% | 2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 6.0% | 2.5% | 2.5% |
|
FASTLY, INC. CLASS A | 2.1% | 2.4% | 2.1% |
|
CLOUDFLARE INC CLASS A | 3.6% | 1.9% | 1.9% |
|
DATADOG INC CLASS A | 5.8% | 1.9% | 1.9% |
CLOU Overweight Relative to WCLD
|
AKAMAI TECHNOLOGIES | 5.4% |
|
DATADOG INC CLASS A | 3.9% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.8% |
|
DIGITAL REALTY TRUST INC | 3.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 3.4% |
|
DROPBOX, INC. CLASS A | 3.4% |
|
ZSCALER, INC. | 3.2% |
 |
SHOPIFY, INC. CLASS A | 3.1% |
|
SNOWFLAKE, INC. CLASS A | 3.0% |
|
BOX, INC. CLASS A | 2.7% |
CLOU Underweight Relative to WCLD
|
BRAZE, INC. CLASS A | -2.1% |
|
JFROG LTD. | -2.1% |
|
PALO ALTO NETWORKS INC | -1.9% |
|
ATLASSIAN CORP. CLASS A | -1.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.8% |
|
NCINO, INC. | -1.8% |
|
ZETA GLOBAL HOLDINGS CORP. CLASS A | -1.8% |
|
RINGCENTRAL, INC. CLASS A | -1.8% |
|
SAMSARA, INC. CLASS A | -1.8% |
|
PAGERDUTY, INC. | -1.7% |