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
25
Number of overlapping holdings
53.2%
% of FCLD's 61 holdings also in IGV
24.5%
% of IGV's 114 holdings also in FCLD
Overlap by Weight
Sector Drift (FCLD minus IGV)
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 IGV |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 4.9% | 8.3% | 4.9% |
|
INTUIT INC | 4.6% | 7.5% | 4.6% |
|
MICROSOFT CORP | 4.3% | 9.1% | 4.3% |
|
SERVICENOW INC | 4.3% | 4.9% | 4.3% |
|
ORACLE CORP | 4.0% | 8.1% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
FCLD Overweight Relative to IGV
|
SUPER MICRO COMPUTER, INC. | 5.6% |
|
EQUINIX INC | 3.4% |
|
SNOWFLAKE, INC. CLASS A | 2.8% |
|
DIGITAL REALTY TRUST INC | 2.7% |
|
PURE STORAGE, INC. CLASS A | 2.6% |
|
ATLASSIAN CORP. PLC CLASS A | 2.4% |
|
WESTERN DIGITAL CORP | 2.4% |
|
MONGODB, INC. CLASS A | 2.3% |
|
NETAPP INC | 2.2% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.2% |
FCLD Underweight Relative to IGV
|
ADOBE SYSTEMS INC | -7.8% |
|
MICROSOFT CORP | -4.8% |
|
ORACLE CORP | -4.1% |
|
PALO ALTO NETWORKS INC | -4.0% |
|
SYNOPSYS INC | -3.6% |
|
CADENCE DESIGN SYS INC | -3.5% |
|
SALESFORCE.COM INC | -3.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.9% |
|
INTUIT INC | -2.9% |
|
ROPER TECHNOLOGIES, INC. | -2.6% |