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
4
# OF OVERLAPPING
HOLDINGS
WCBR
24
HOLDINGS
18%
ALSO IN CLOU
CLOU
37
HOLDINGS
11%
ALSO IN WCBR
SECTOR DRIFT (WCBR 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 WCBR |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 7.0% | 6.7% | 6.7% |
|
FASTLY, INC. CLASS A | 12.7% | 3.9% | 3.9% |
|
QUALYS INC | 3.1% | 2.8% | 2.8% |
|
ZSCALER, INC. | 2.7% | 2.0% | 2.0% |
WCBR Overweight Relative to CLOU
|
FASTLY, INC. CLASS A | 8.8% |
|
PALO ALTO NETWORKS INC | 7.6% |
|
CLOUDFLARE INC CLASS A | 5.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.0% |
|
DATADOG INC CLASS A | 4.8% |
|
FORTINET INC | 4.7% |
|
F5 NETWORKS INC | 4.1% |
 |
FFRI SECURITY INC | 4.0% |
|
OKTA, INC. CLASS A | 3.9% |
|
RUBRIK INC-A | 3.6% |
WCBR 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% |