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
LGRO
46
HOLDINGS
18%
ALSO IN CLOU
CLOU
37
HOLDINGS
22%
ALSO IN LGRO
SECTOR DRIFT (LGRO minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in LGRO |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 3.8% | 4.6% | 3.8% |
|
AMAZON.COM INC | 5.5% | 2.3% | 2.3% |
|
MICROSOFT CORP | 6.2% | 2.3% | 2.3% |
|
SERVICENOW INC | 1.9% | 3.6% | 1.9% |
|
TWILIO, INC. CLASS A | 1.8% | 4.2% | 1.8% |
LGRO Overweight Relative to CLOU
|
APPLE INC | 6.3% |
|
NVIDIA CORP | 5.6% |
|
ALPHABET INC. CLASS A | 4.1% |
|
MICROSOFT CORP | 3.9% |
|
RH | 3.9% |
|
LAM RESEARCH CORP | 3.4% |
|
BLACKROCK INC | 3.3% |
|
META PLATFORMS INC | 3.3% |
|
UBER TECHNOLOGIES, INC. | 3.3% |
|
AMAZON.COM INC | 3.2% |
LGRO Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -5.7% |
|
ZSCALER, INC. | -4.6% |
|
PROCORE TECHNOLOGIES INC | -4.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.1% |
|
QUALYS INC | -4.1% |
|
DIGITAL REALTY TRUST INC | -4.0% |
|
BOX, INC. CLASS A | -4.0% |
|
DROPBOX, INC. CLASS A | -3.9% |
|
WORKIVA, INC. CLASS A | -3.8% |
|
AKAMAI TECHNOLOGIES | -3.7% |