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
35%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
FCLD
55
HOLDINGS
35%
ALSO IN CLOU
CLOU
37
HOLDINGS
43%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in FCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 3.8% | 3.6% | 3.6% |
|
SALESFORCE.COM INC | 4.0% | 3.6% | 3.6% |
|
WORKDAY INC-CLASS A | 3.5% | 3.5% | 3.5% |
|
SNOWFLAKE, INC. CLASS A | 3.3% | 4.6% | 3.3% |
|
DIGITAL REALTY TRUST INC | 2.9% | 4.0% | 2.9% |
FCLD Overweight Relative to CLOU
|
ORACLE CORP | 4.2% |
|
EQUINIX INC | 4.0% |
|
ATLASSIAN CORP. CLASS A | 3.3% |
|
MICROSTRATEGY INC-CL A | 3.0% |
|
DATADOG INC CLASS A | 2.4% |
|
NUTANIX, INC. CLASS A | 2.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.2% |
|
MICROSOFT CORP | 2.2% |
|
DOCUSIGN, INC. | 2.2% |
|
DYNATRACE, INC. | 2.1% |
FCLD Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -5.7% |
|
ZSCALER, INC. | -4.6% |
|
PROCORE TECHNOLOGIES INC | -4.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.1% |
|
QUALYS INC | -4.1% |
|
PAYCOM SOFTWARE INC | -4.0% |
|
WORKIVA, INC. CLASS A | -3.8% |
|
AKAMAI TECHNOLOGIES | -3.7% |
|
SPS COMMERCE INC | -3.2% |
|
PAPA MURPHY'S HOLDINGS INC | -3.1% |