Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
21%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FDN
42
HOLDINGS
29%
ALSO IN CLOU
CLOU
38
HOLDINGS
32%
ALSO IN FDN
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 | |
|---|---|---|---|---|
| SNOWFLAKE, INC. CLASS A | 3.9% | 7.0% | 3.9% | |
| CLOUDFLARE INC CLASS A | 3.5% | 4.6% | 3.5% | |
| DATADOG INC CLASS A | 3.4% | 6.7% | 3.4% | |
| SALESFORCE.COM INC | 4.4% | 3.3% | 3.3% | |
| AMAZON.COM INC | 9.9% | 1.6% | 1.6% | |
FDN Overweight Relative to CLOU
| META PLATFORMS INC | 10.6% | |
| CISCO SYSTEMS INC | 8.5% | |
| AMAZON.COM INC | 8.4% | |
| ARISTA NETWORKS, INC. | 5.2% | |
| BOOKING HOLDINGS INC. | 5.1% | |
| ALPHABET INC. CLASS C | 4.1% | |
| NETFLIX INC | 3.9% | |
| ALPHABET INC. CLASS A | 3.6% | |
| ORACLE CORP | 3.4% | |
| DOORDASH, INC. CLASS A | 2.7% |
FDN Underweight Relative to CLOU
| TWILIO, INC. CLASS A | -4.6% | |
| DIGITALOCEAN HOLDINGS, INC. | -4.6% | |
| SERVICENOW INC | -4.0% | |
| ZSCALER, INC. | -3.9% | |
| PAYCOM SOFTWARE INC | -3.8% | |
| QUALYS INC | -3.7% | |
| DROPBOX, INC. CLASS A | -3.6% | |
| DIGITAL REALTY TRUST INC | -3.6% | |
| SHOPIFY, INC. CLASS A | -3.4% | |
| AKAMAI TECHNOLOGIES | -3.3% |