Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
55.3%
% of FCLD's 61 holdings also in IGV
26.0%
% of IGV's 112 holdings also in FCLD
Overlap by Weight
Sector Drift (FCLD minus IGV)
Overlapping Holdings
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| Company | Weight in FCLD |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 5.2% | 7.5% | 5.2% |
|
SERVICENOW INC | 4.9% | 7.5% | 4.9% |
|
SALESFORCE.COM INC | 4.8% | 9.8% | 4.8% |
|
MICROSOFT CORP | 4.4% | 7.3% | 4.4% |
|
INTUIT INC | 4.7% | 3.8% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
FCLD Overweight Relative to IGV
|
EQUINIX INC | 3.3% |
|
DIGITAL REALTY TRUST INC | 2.8% |
|
SNOWFLAKE, INC. CLASS A | 2.7% |
|
ATLASSIAN CORP. CLASS A | 2.6% |
|
SUPER MICRO COMPUTER, INC. | 2.4% |
|
NETAPP INC | 2.4% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.3% |
|
MONGODB, INC. CLASS A | 2.2% |
|
WESTERN DIGITAL CORP | 2.0% |
FCLD Underweight Relative to IGV
|
ADOBE SYSTEMS INC | -5.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.2% |
|
SALESFORCE.COM INC | -5.0% |
|
PALO ALTO NETWORKS INC | -4.2% |
|
MICROSOFT CORP | -3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.9% |
|
CADENCE DESIGN SYS INC | -2.9% |
|
SYNOPSYS INC | -2.7% |
|
SERVICENOW INC | -2.6% |
|
APPLOVIN CORP. CLASS A | -2.4% |