Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
SPAM
31
HOLDINGS
58%
ALSO IN CIBR
CIBR
35
HOLDINGS
56%
ALSO IN SPAM
SECTOR DRIFT (SPAM minus CIBR)
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 SPAM |
Weight in CIBR |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 4.4% | 8.5% | 4.4% |
|
CYBERARK SOFTWARE LTD. | 5.3% | 4.2% | 4.2% |
|
ZSCALER, INC. | 4.2% | 4.2% | 4.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.1% | 8.9% | 4.1% |
 |
CHECK POINT SOFTWARE TECH | 3.6% | 3.8% | 3.6% |
SPAM Overweight Relative to CIBR
 |
NEBIUS GROUP NV | 10.8% |
 |
NEXTDC LIMITED | 5.1% |
|
CACI INTERNATIONAL INC -CL A | 4.7% |
|
VARONIS SYSTEMS INC | 3.5% |
 |
RESEARCH IN MOTION | 3.0% |
|
CLEAR SECURE, INC. CLASS A | 3.0% |
|
QUALYS INC | 2.9% |
|
TENABLE HOLDINGS, INC. | 2.9% |
|
SPRINT CORP. | 2.8% |
|
ALARM.COM HOLDINGS INC | 2.7% |
SPAM Underweight Relative to CIBR
|
BROADCOM INC. | -9.1% |
|
CISCO SYSTEMS INC | -7.9% |
 |
INFOSYS TECHNOLOGIES-SP ADR | -7.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.7% |
 |
THALES SA | -4.2% |
|
PALO ALTO NETWORKS INC | -4.0% |
|
SAIC INC | -4.0% |
|
CLOUDFLARE INC CLASS A | -3.9% |
|
F5 NETWORKS INC | -3.2% |
|
GEN DIGITAL INC | -3.2% |