Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
39.0%
% of FDN's 43 holdings also in WCLD
25.0%
% of WCLD's 70 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 | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 2.2% | 1.8% | 1.8% |
|
DATADOG INC CLASS A | 2.7% | 1.7% | 1.7% |
|
SNOWFLAKE, INC. CLASS A | 3.2% | 1.6% | 1.6% |
|
SALESFORCE.COM INC | 5.1% | 1.6% | 1.6% |
|
WORKDAY INC-CLASS A | 2.8% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FDN Overweight Relative to WCLD
|
AMAZON.COM INC | 10.1% |
|
META PLATFORMS INC | 8.4% |
|
ALPHABET INC. CLASS A | 5.5% |
|
NETFLIX INC | 5.2% |
|
ALPHABET INC. CLASS C | 4.8% |
|
CISCO SYSTEMS INC | 4.4% |
|
SALESFORCE.COM INC | 3.5% |
|
ARISTA NETWORKS, INC. | 3.2% |
|
AIRBNB, INC. CLASS A | 2.9% |
|
DOORDASH, INC. CLASS A | 2.5% |
FDN Underweight Relative to WCLD
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |
|
ZSCALER, INC. | -2.0% |
 |
SHOPIFY, INC. CLASS A | -1.9% |
|
ELASTIC NV | -1.9% |
|
AVEPOINT, INC. CLASS A | -1.8% |
|
QUALYS INC | -1.8% |
|
SERVICENOW INC | -1.8% |
|
UIPATH INC CLASS A | -1.8% |
|
ADOBE SYSTEMS INC | -1.8% |
|
APPFOLIO INC CLASS A | -1.7% |