Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
35.0%
% of FDN's 42 holdings also in WCLD
22.2%
% of WCLD's 68 holdings also in FDN
Overlap by Weight
Sector Drift (FDN minus WCLD)
Overlapping Holdings
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| Company | Weight in FDN |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
VEEVA SYSTEMS INC-CLASS A | 1.7% | 1.8% | 1.7% |
|
WORKDAY INC-CLASS A | 2.5% | 1.6% | 1.6% |
|
PAYPAL HOLDINGS INC | 3.1% | 1.5% | 1.5% |
|
SALESFORCE.COM INC | 5.7% | 1.5% | 1.5% |
|
DATADOG INC CLASS A | 1.5% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FDN Overweight Relative to WCLD
|
NETFLIX INC | 10.6% |
|
META PLATFORMS INC | 9.2% |
|
AMAZON.COM INC | 9.1% |
|
ALPHABET INC. CLASS A | 5.1% |
|
BOOKING HOLDINGS INC. | 5.1% |
|
ARISTA NETWORKS, INC. | 4.4% |
|
ALPHABET INC. CLASS C | 4.2% |
|
CISCO SYSTEMS INC | 4.2% |
|
SALESFORCE.COM INC | 4.2% |
|
DOORDASH, INC. CLASS A | 3.3% |
FDN Underweight Relative to WCLD
|
APPFOLIO INC CLASS A | -1.7% |
|
ZSCALER, INC. | -1.7% |
|
ADOBE SYSTEMS INC | -1.7% |
|
WORKIVA, INC. CLASS A | -1.7% |
|
DIGITALOCEAN HOLDINGS, INC. | -1.6% |
|
BLACKLINE, INC. | -1.6% |
|
NCINO, INC. | -1.6% |
|
RINGCENTRAL, INC. CLASS A | -1.6% |
|
SPRINKLR, INC. CLASS A | -1.6% |
 |
WIX.COM LTD | -1.5% |