Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
27.5%
% of FDN's 42 holdings also in FCLD
23.9%
% of FCLD's 55 holdings also in FDN
Overlap by Weight
Sector Drift (FDN minus FCLD)
Overlapping Holdings
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| Company | Weight in FDN |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 5.7% | 4.0% | 4.0% |
|
SNOWFLAKE, INC. CLASS A | 2.7% | 3.3% | 2.7% |
|
WORKDAY INC-CLASS A | 2.6% | 3.5% | 2.6% |
|
AMAZON.COM INC | 9.3% | 2.0% | 2.0% |
|
ATLASSIAN CORP. CLASS A | 1.6% | 3.3% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
FDN Overweight Relative to FCLD
|
NETFLIX INC | 10.6% |
|
META PLATFORMS INC | 9.2% |
|
AMAZON.COM INC | 7.3% |
|
BOOKING HOLDINGS INC. | 5.0% |
|
ALPHABET INC. CLASS A | 4.8% |
|
CISCO SYSTEMS INC | 4.3% |
|
ARISTA NETWORKS, INC. | 4.2% |
|
ALPHABET INC. CLASS C | 4.0% |
|
PAYPAL HOLDINGS INC | 3.3% |
|
DOORDASH, INC. CLASS A | 3.0% |
FDN Underweight Relative to FCLD
|
MICROSOFT CORP | -4.5% |
|
ORACLE CORP | -4.2% |
|
EQUINIX INC | -4.0% |
|
SERVICENOW INC | -3.8% |
|
MICROSTRATEGY INC-CL A | -3.0% |
|
DIGITAL REALTY TRUST INC | -2.9% |
|
TWILIO, INC. CLASS A | -2.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.2% |
|
DYNATRACE, INC. | -2.1% |
|
NETAPP INC | -2.0% |