Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
25.0%
% of FDN's 42 holdings also in CLOU
27.8%
% of CLOU's 36 holdings also in FDN
Overlap by Weight
Sector Drift (FDN minus CLOU)
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 FDN |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
NETFLIX INC | 5.3% | 5.0% | 5.0% |
|
SALESFORCE.COM INC | 5.3% | 4.9% | 4.9% |
|
WORKDAY INC-CLASS A | 2.8% | 4.2% | 2.8% |
|
AMAZON.COM INC | 10.3% | 2.2% | 2.2% |
|
ALPHABET INC. CLASS A | 5.8% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FDN Overweight Relative to CLOU
|
META PLATFORMS INC | 8.7% |
|
AMAZON.COM INC | 8.1% |
|
ALPHABET INC. CLASS C | 4.9% |
|
CISCO SYSTEMS INC | 4.4% |
|
ALPHABET INC. CLASS A | 4.3% |
|
PAYPAL HOLDINGS, INC. | 3.2% |
|
ARISTA NETWORKS, INC. | 3.2% |
|
AIRBNB, INC. CLASS A | 3.0% |
|
SNOWFLAKE, INC. CLASS A | 2.5% |
|
DOORDASH, INC. CLASS A | 2.5% |
FDN Underweight Relative to CLOU
 |
WIX.COM LTD | -5.6% |
|
PROCORE TECHNOLOGIES INC | -5.2% |
|
DIGITALOCEAN HOLDINGS, INC. | -5.0% |
 |
SHOPIFY, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.1% |
|
ZSCALER, INC. | -3.9% |
|
TWILIO, INC. CLASS A | -3.9% |
|
SPS COMMERCE INC | -3.7% |
|
DIGITAL REALTY TRUST INC | -3.7% |
|
QUALYS INC | -3.6% |