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
8
# OF OVERLAPPING
HOLDINGS
JTEK
60
HOLDINGS
15%
ALSO IN CLOU
CLOU
37
HOLDINGS
22%
ALSO IN JTEK
SECTOR DRIFT (JTEK 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 JTEK |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 3.4% | 4.6% | 3.4% |
|
SERVICENOW INC | 3.0% | 3.6% | 3.0% |
|
AMAZON.COM INC | 3.3% | 2.3% | 2.3% |
|
HUBSPOT INC | 2.2% | 2.9% | 2.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 1.7% | 4.1% | 1.7% |
JTEK Overweight Relative to CLOU
|
META PLATFORMS INC | 5.0% |
|
NETFLIX INC | 4.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 3.8% |
 |
ALIBABA GROUP HOLDING LTD. SPONSORED | 3.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.2% |
|
ORACLE CORP | 3.2% |
|
SHOPIFY, INC. CLASS A | 3.0% |
|
BROADCOM INC. | 2.9% |
|
ALPHABET INC. CLASS C | 2.6% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.6% |
JTEK Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -5.7% |
|
ZSCALER, INC. | -4.6% |
|
QUALYS INC | -4.1% |
|
DIGITAL REALTY TRUST INC | -4.0% |
|
BOX, INC. CLASS A | -4.0% |
|
PAYCOM SOFTWARE INC | -4.0% |
|
DROPBOX, INC. CLASS A | -3.9% |
|
WORKIVA, INC. CLASS A | -3.8% |
|
AKAMAI TECHNOLOGIES | -3.7% |
|
SALESFORCE.COM INC | -3.6% |