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
32%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
FCLD
63
HOLDINGS
56%
ALSO IN SKYY
SKYY
64
HOLDINGS
41%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus SKYY)
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 SKYY |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.4% | 3.6% | 3.6% |
|
MONGODB, INC. CLASS A | 2.8% | 3.7% | 2.8% |
|
PURE STORAGE, INC. CLASS A | 2.1% | 3.2% | 2.1% |
|
TWILIO, INC. CLASS A | 2.5% | 2.1% | 2.1% |
|
NUTANIX, INC. CLASS A | 2.0% | 3.6% | 2.0% |
FCLD Overweight Relative to SKYY
|
EQUINIX INC | 3.8% |
|
WESTERN DIGITAL CORP | 3.5% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 3.4% |
|
DIGITAL REALTY TRUST INC | 3.1% |
|
SNOWFLAKE, INC. CLASS A | 3.1% |
|
SALESFORCE.COM INC | 2.8% |
|
WORKDAY INC-CLASS A | 2.6% |
|
SERVICENOW INC | 2.5% |
|
DATADOG INC CLASS A | 2.3% |
 |
HON HAI PRECISION INDUSTRY | 2.0% |
FCLD Underweight Relative to SKYY
|
ARISTA NETWORKS, INC. | -4.6% |
|
ALPHABET INC. CLASS A | -4.4% |
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
AKAMAI TECHNOLOGIES | -3.3% |
|
LUMEN TECHNOLOGIES, INC. | -3.3% |
|
ORACLE CORP | -3.2% |
|
CISCO SYSTEMS INC | -3.1% |
|
CLOUDFLARE INC CLASS A | -2.6% |
|
DELL TECHNOLOGIES INC CLASS C | -2.5% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.2% |