Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
54%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
FCLD
62
HOLDINGS
41%
ALSO IN GFLW
GFLW
102
HOLDINGS
20%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus GFLW)
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 GFLW |
Overlap | |
|---|---|---|---|---|
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 4.9% | 16.0% | 4.9% |
 |
SANDISK CORP | 4.9% | 23.6% | 4.9% |
|
DELL TECHNOLOGIES INC CLASS C | 4.3% | 21.6% | 4.3% |
|
WESTERN DIGITAL CORP | 4.1% | 14.9% | 4.1% |
|
SALESFORCE.COM INC | 3.9% | 4.1% | 3.9% |
FCLD Overweight Relative to GFLW
|
MICROSOFT CORP | 4.5% |
|
EQUINIX INC | 3.4% |
|
TWILIO, INC. CLASS A | 2.9% |
|
DIGITAL REALTY TRUST INC | 2.8% |
|
NETAPP INC | 2.7% |
|
COREWEAVE INC-CL A | 2.0% |
 |
HON HAI PRECISION INDUSTRY | 2.0% |
|
AMAZON.COM INC | 1.9% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 1.9% |
|
DIGITALOCEAN HOLDINGS, INC. | 1.8% |
FCLD Underweight Relative to GFLW
|
ELI LILLY & CO | -25.7% |
|
NVIDIA CORP | -23.6% |
|
CATERPILLAR INC | -22.9% |
|
SANDISK CORP | -18.7% |
|
DELL TECHNOLOGIES INC CLASS C | -17.3% |
|
APPLIED MATERIALS INC | -17.1% |
|
CARDINAL HEALTH INC | -17.0% |
|
LAM RESEARCH CORP | -16.6% |
|
ROYALTY PHARMA PLC CLASS A | -16.6% |
|
NEWMONT MINING CORP | -15.1% |