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   

5

Number of overlapping holdings

13.9%

% of CLOU's 36 holdings also in XWEB

15.6%

% of XWEB's 32 holdings also in CLOU

Overlap by Weight
Sector Drift (CLOU minus XWEB)
Overlapping Holdings

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Company Weight
in CLOU
Weight
in XWEB
Overlap
AKAMAI TECHNOLOGIES 4.5% 4.1% 4.1%
FASTLY, INC. CLASS A 3.7% 4.5% 3.7%
TWILIO, INC. CLASS A 4.1% 3.6% 3.6%
DIGITALOCEAN HOLDINGS, INC. 2.5% 2.0% 2.0%
VIMEO, INC. 0.8% 0.9% 0.8%

Position Highlights (Non-Overlapping Exposures)
CLOU Overweight Relative to XWEB
ZSCALER, INC. 5.9%
PAPA MURPHY'S HOLDINGS INC 4.6%
QUALYS INC 4.6%
DROPBOX, INC. CLASS A 4.5%
DIGITAL REALTY TRUST INC 4.4%
WORKDAY INC-CLASS A 4.4%
WORKIVA, INC. CLASS A 4.2%
WIX.COM LTD 4.2%
NETFLIX INC 4.1%
SPS COMMERCE INC 3.9%
CLOU Underweight Relative to XWEB
FUBOTV INC. -5.1%
OKTA, INC. CLASS A -4.3%
META PLATFORMS INC -4.1%
ALPHABET INC. CLASS C -4.1%
PINTEREST, INC. CLASS A -3.9%
MATCH GROUP, INC. -3.9%
GODADDY, INC. CLASS A -3.8%
YELP INC -3.7%
J2 GLOBAL COMMUNICATIONS INC -3.7%
SQUARESPACE, INC. CLASS A -3.7%
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