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
22%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
FDND
43
HOLDINGS
32%
ALSO IN CLOU
CLOU
38
HOLDINGS
34%
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 | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 3.8% | 6.4% | 3.8% |
|
SALESFORCE.COM INC | 3.8% | 3.7% | 3.7% |
|
DATADOG INC CLASS A | 3.5% | 6.4% | 3.5% |
|
CLOUDFLARE INC CLASS A | 3.3% | 4.0% | 3.3% |
|
AMAZON.COM INC | 11.0% | 1.7% | 1.7% |
FDND Overweight Relative to CLOU
|
AMAZON.COM INC | 9.2% |
|
CISCO SYSTEMS INC | 8.7% |
|
META PLATFORMS INC | 8.3% |
|
NETFLIX INC | 6.6% |
|
ALPHABET INC. CLASS C | 4.7% |
|
ARISTA NETWORKS, INC. | 4.5% |
|
ALPHABET INC. CLASS A | 4.2% |
|
BOOKING HOLDINGS INC. | 3.8% |
|
CIENA CORP | 3.6% |
|
DOORDASH, INC. CLASS A | 2.6% |
FDND Underweight Relative to CLOU
|
DIGITALOCEAN HOLDINGS, INC. | -5.5% |
|
SERVICENOW INC | -4.8% |
|
TWILIO, INC. CLASS A | -4.4% |
|
AKAMAI TECHNOLOGIES | -4.0% |
|
ZSCALER, INC. | -3.6% |
|
PAYCOM SOFTWARE INC | -3.4% |
 |
SHOPIFY, INC. CLASS A | -3.3% |
|
DIGITAL REALTY TRUST INC | -3.2% |
|
PROCORE TECHNOLOGIES INC | -3.0% |
|
DROPBOX, INC. CLASS A | -2.9% |