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
15%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SPAM
32
HOLDINGS
16%
ALSO IN CLOU
CLOU
37
HOLDINGS
14%
ALSO IN SPAM
SECTOR DRIFT (SPAM 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 SPAM |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 5.2% | 6.7% | 5.2% |
|
FASTLY, INC. CLASS A | 3.6% | 3.9% | 3.6% |
|
QUALYS INC | 2.9% | 2.8% | 2.8% |
|
ZSCALER, INC. | 2.6% | 2.0% | 2.0% |
 |
21VIANET GROUP, INC. SPONSORED ADR CLASS A | 1.1% | 2.5% | 1.1% |
SPAM Overweight Relative to CLOU
|
PALO ALTO NETWORKS INC | 7.8% |
 |
NEBIUS GROUP NV | 7.7% |
|
COREWEAVE INC-CL A | 6.7% |
 |
NEXTDC LIMITED | 5.4% |
|
FORTINET INC | 4.9% |
|
CACI INTERNATIONAL INC -CL A | 4.8% |
|
CLEAR SECURE, INC. CLASS A | 4.6% |
|
BOOZ ALLEN HAMILTON HOLDINGS | 4.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.0% |
 |
TREND MICRO INC | 4.0% |
SPAM Underweight Relative to CLOU
|
DIGITALOCEAN HOLDINGS, INC. | -7.9% |
|
DIGITAL REALTY TRUST INC | -6.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -5.1% |
|
TWILIO, INC. CLASS A | -4.9% |
|
DROPBOX, INC. CLASS A | -4.1% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
PAYCOM SOFTWARE INC | -3.7% |
|
SALESFORCE.COM INC | -3.7% |
|
BOX, INC. CLASS A | -3.5% |
|
PROCORE TECHNOLOGIES INC | -3.2% |