Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
FCLD
62
HOLDINGS
17%
ALSO IN ARWG
ARWG
40
HOLDINGS
21%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus ARWG)
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 FCLD |
Weight in ARWG |
Overlap | |
|---|---|---|---|---|
 |
DELL TECHNOLOGIES INC CLASS C | 4.3% | 2.7% | 2.7% |
|
NETAPP INC | 2.7% | 3.1% | 2.7% |
|
SNOWFLAKE, INC. CLASS A | 3.8% | 2.6% | 2.6% |
|
MONGODB, INC. CLASS A | 1.9% | 2.6% | 1.9% |
|
DOCUSIGN, INC. | 1.6% | 2.4% | 1.6% |
FCLD Overweight Relative to ARWG
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 4.9% |
|
SANDISK CORP | 4.9% |
|
MICROSOFT CORP | 4.5% |
|
WESTERN DIGITAL CORP | 4.1% |
|
SALESFORCE.COM INC | 3.9% |
|
DATADOG INC CLASS A | 3.8% |
|
SERVICENOW INC | 3.7% |
|
EQUINIX INC | 3.4% |
|
APPLOVIN CORP. CLASS A | 3.1% |
|
PURE STORAGE, INC. CLASS A | 3.0% |
FCLD Underweight Relative to ARWG
|
ARISTA NETWORKS, INC. | -3.3% |
|
ZSCALER, INC. | -3.1% |
|
SEMTECH CORP | -3.1% |
|
PHILLIPS 66 | -3.0% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -2.9% |
|
SYNOPSYS INC | -2.8% |
|
EXPEDITORS INTL WASH INC | -2.8% |
|
INSPIRE MEDICAL SYSTEMS, INC. | -2.8% |
|
CISCO SYSTEMS INC | -2.6% |
|
CHEESECAKE FACTORY INC/THE | -2.5% |