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
24%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
OGIG
49
HOLDINGS
31%
ALSO IN CLOU
CLOU
38
HOLDINGS
39%
ALSO IN OGIG
SECTOR DRIFT (OGIG 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 OGIG |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SHOPIFY, INC. CLASS A | 2.8% | 3.4% | 2.8% |
 |
CLOUDFLARE INC CLASS A | 2.5% | 4.9% | 2.5% |
|
SNOWFLAKE, INC. CLASS A | 2.4% | 7.1% | 2.4% |
|
DATADOG INC CLASS A | 2.3% | 5.9% | 2.3% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.2% | 4.2% | 2.2% |
OGIG Overweight Relative to CLOU
|
META PLATFORMS INC | 6.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.1% |
|
ALPHABET INC. CLASS A | 4.6% |
|
AMAZON.COM INC | 4.3% |
|
MICROSOFT CORP | 4.2% |
|
ORACLE CORP | 3.6% |
|
PALO ALTO NETWORKS INC | 2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% |
 |
NEBIUS GROUP NV | 2.4% |
|
APPLOVIN CORP. CLASS A | 2.4% |
OGIG Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -5.1% |
|
SNOWFLAKE, INC. CLASS A | -4.7% |
|
TWILIO, INC. CLASS A | -4.3% |
|
QUALYS INC | -3.8% |
|
WORKDAY INC-CLASS A | -3.7% |
|
DATADOG INC CLASS A | -3.6% |
|
DROPBOX, INC. CLASS A | -3.2% |
|
AKAMAI TECHNOLOGIES | -3.2% |
|
SALESFORCE.COM INC | -2.8% |
|
HUBSPOT INC | -2.8% |