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
18%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
XDAT
62
HOLDINGS
19%
ALSO IN CLOU
CLOU
37
HOLDINGS
27%
ALSO IN XDAT
SECTOR DRIFT (XDAT minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in XDAT |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 5.2% | 3.6% | 3.6% |
|
SNOWFLAKE, INC. CLASS A | 2.4% | 4.6% | 2.4% |
|
MICROSOFT CORP | 6.6% | 2.3% | 2.3% |
|
HUBSPOT INC | 1.9% | 2.9% | 1.9% |
|
ALPHABET INC. CLASS A | 4.9% | 1.8% | 1.8% |
XDAT Overweight Relative to CLOU
|
META PLATFORMS INC | 7.4% |
|
CLOUDFLARE INC CLASS A | 5.2% |
|
PALO ALTO NETWORKS INC | 4.8% |
|
MICROSOFT CORP | 4.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.0% |
|
ALPHABET INC. CLASS A | 3.1% |
|
T-MOBILE US, INC. | 2.7% |
|
FAIR ISAAC CORP | 2.6% |
|
NETFLIX INC | 2.5% |
|
DATADOG INC CLASS A | 2.5% |
XDAT Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -5.7% |
|
TWILIO, INC. CLASS A | -4.2% |
|
PROCORE TECHNOLOGIES INC | -4.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.1% |
|
DIGITAL REALTY TRUST INC | -4.0% |
|
BOX, INC. CLASS A | -4.0% |
|
PAYCOM SOFTWARE INC | -4.0% |
|
DROPBOX, INC. CLASS A | -3.9% |
|
QUALYS INC | -3.8% |
|
WORKIVA, INC. CLASS A | -3.8% |