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
30%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
8%
ALSO IN CLOU
CLOU
38
HOLDINGS
21%
ALSO IN GFLW
SECTOR DRIFT (GFLW 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 GFLW |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
DATADOG INC CLASS A | 5.5% | 5.5% | 5.5% |
|
SNOWFLAKE, INC. CLASS A | 5.0% | 6.5% | 5.0% |
|
SERVICENOW INC | 4.3% | 4.9% | 4.3% |
|
ZSCALER, INC. | 4.0% | 5.3% | 4.0% |
|
SALESFORCE.COM INC | 4.1% | 3.8% | 3.8% |
GFLW Overweight Relative to CLOU
|
ELI LILLY & CO | 25.7% |
|
SANDISK CORP | 23.6% |
|
NVIDIA CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% |
|
APPLIED MATERIALS INC | 17.1% |
|
CARDINAL HEALTH INC | 17.0% |
|
LAM RESEARCH CORP | 16.6% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 16.0% |
GFLW Underweight Relative to CLOU
|
TWILIO, INC. CLASS A | -4.8% |
|
PAYCOM SOFTWARE INC | -4.4% |
|
QUALYS INC | -4.4% |
|
CLOUDFLARE INC CLASS A | -4.3% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
DROPBOX, INC. CLASS A | -3.5% |
|
BOX, INC. CLASS A | -3.4% |
|
PROCORE TECHNOLOGIES INC | -3.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.7% |
|
DIGITALOCEAN HOLDINGS, INC. | -2.6% |