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
31%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
FCLD
61
HOLDINGS
49%
ALSO IN WCLD
WCLD
64
HOLDINGS
38%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus WCLD)
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 WCLD |
Overlap | |
|---|---|---|---|---|
 |
TWILIO, INC. CLASS A | 3.0% | 2.5% | 2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.1% | 2.5% | 2.1% |
|
DATADOG INC CLASS A | 3.1% | 1.9% | 1.9% |
|
ATLASSIAN CORP. CLASS A | 2.0% | 1.8% | 1.8% |
|
NUTANIX, INC. CLASS A | 1.8% | 1.7% | 1.7% |
FCLD Overweight Relative to WCLD
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 7.1% |
|
WESTERN DIGITAL CORP | 6.3% |
|
EQUINIX INC | 4.4% |
|
MICROSOFT CORP | 4.3% |
|
APPLOVIN CORP. CLASS A | 3.8% |
|
DIGITAL REALTY TRUST INC | 3.5% |
|
COREWEAVE INC-CL A | 3.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 2.8% |
|
PURE STORAGE, INC. CLASS A | 2.4% |
|
SALESFORCE.COM INC | 2.3% |
FCLD Underweight Relative to WCLD
|
FASTLY, INC. CLASS A | -2.4% |
|
BRAZE, INC. CLASS A | -2.1% |
|
CLOUDFLARE INC CLASS A | -1.9% |
|
PALO ALTO NETWORKS INC | -1.9% |
 |
WIX.COM LTD | -1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.8% |
|
NCINO, INC. | -1.8% |
|
PAYCOM SOFTWARE INC | -1.8% |
|
SAMSARA, INC. CLASS A | -1.8% |
|
PROCORE TECHNOLOGIES INC | -1.8% |