Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
16%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
FDND
43
HOLDINGS
28%
ALSO IN CLOU
CLOU
37
HOLDINGS
30%
ALSO IN FDND
SECTOR DRIFT (FDND 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 FDND |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 5.1% | 4.5% | 4.5% |
|
SNOWFLAKE, INC. CLASS A | 2.9% | 3.4% | 2.9% |
|
ALPHABET INC. CLASS A | 7.5% | 2.0% | 2.0% |
|
WORKDAY INC-CLASS A | 2.0% | 4.1% | 2.0% |
|
AMAZON.COM INC | 10.3% | 1.9% | 1.9% |
FDND Overweight Relative to CLOU
|
META PLATFORMS INC | 8.9% |
|
AMAZON.COM INC | 8.4% |
|
NETFLIX INC | 7.9% |
|
ALPHABET INC. CLASS C | 6.0% |
|
CISCO SYSTEMS INC | 6.0% |
|
ALPHABET INC. CLASS A | 5.5% |
|
BOOKING HOLDINGS INC. | 4.5% |
|
ARISTA NETWORKS, INC. | 3.9% |
|
DOORDASH, INC. CLASS A | 3.4% |
|
CLOUDFLARE INC CLASS A | 2.5% |
FDND Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -4.3% |
 |
SHOPIFY, INC. CLASS A | -4.3% |
|
TWILIO, INC. CLASS A | -4.3% |
|
QUALYS INC | -4.2% |
|
SERVICENOW INC | -4.1% |
|
WORKIVA, INC. CLASS A | -4.0% |
|
PROCORE TECHNOLOGIES INC | -3.8% |
|
DROPBOX, INC. CLASS A | -3.8% |
|
PAYCOM SOFTWARE INC | -3.8% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.8% |