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
30%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
WCLD
64
HOLDINGS
33%
ALSO IN CLOU
CLOU
38
HOLDINGS
50%
ALSO IN WCLD
SECTOR DRIFT (WCLD minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in WCLD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
DIGITALOCEAN HOLDINGS, INC. | 3.9% | 4.2% | 3.9% |
|
DATADOG INC CLASS A | 2.8% | 6.7% | 2.8% |
|
TWILIO, INC. CLASS A | 2.4% | 4.8% | 2.4% |
|
SNOWFLAKE, INC. CLASS A | 1.9% | 6.7% | 1.9% |
|
CLOUDFLARE INC CLASS A | 1.8% | 4.6% | 1.8% |
WCLD Overweight Relative to CLOU
|
JFROG LTD. | 3.2% |
|
PALO ALTO NETWORKS INC | 2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.5% |
|
OKTA, INC. CLASS A | 2.3% |
|
RUBRIK INC-A | 2.0% |
|
TENABLE HOLDINGS, INC. | 1.9% |
|
PAGERDUTY, INC. | 1.9% |
|
NUTANIX, INC. CLASS A | 1.7% |
|
SAMSARA, INC. CLASS A | 1.7% |
|
DYNATRACE, INC. | 1.7% |
WCLD Underweight Relative to CLOU
|
SNOWFLAKE, INC. CLASS A | -4.8% |
|
AKAMAI TECHNOLOGIES | -4.0% |
|
DATADOG INC CLASS A | -3.9% |
|
DROPBOX, INC. CLASS A | -3.6% |
 |
SHOPIFY, INC. CLASS A | -3.5% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.2% |
|
BOX, INC. CLASS A | -3.1% |
|
DIGITAL REALTY TRUST INC | -3.0% |
|
WORKDAY INC-CLASS A | -2.8% |
|
CLOUDFLARE INC CLASS A | -2.8% |