Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
27.5%
% of FDN's 42 holdings also in CLOU
29.7%
% of CLOU's 37 holdings also in FDN
Overlap by Weight
Sector Drift (FDN minus CLOU)
Overlapping Holdings
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| Company | Weight in FDN |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 5.9% | 3.6% | 3.6% |
|
WORKDAY INC-CLASS A | 2.6% | 4.0% | 2.6% |
|
SNOWFLAKE, INC. CLASS A | 2.5% | 5.1% | 2.5% |
|
AMAZON.COM INC | 9.9% | 2.0% | 2.0% |
|
HUBSPOT INC | 1.5% | 4.1% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FDN Overweight Relative to CLOU
|
META PLATFORMS INC | 9.5% |
|
NETFLIX INC | 9.2% |
|
AMAZON.COM INC | 7.9% |
|
BOOKING HOLDINGS INC. | 4.8% |
|
CISCO SYSTEMS INC | 4.6% |
|
ALPHABET INC. CLASS C | 4.2% |
|
ARISTA NETWORKS, INC. | 4.1% |
|
ALPHABET INC. CLASS A | 3.8% |
|
PAYPAL HOLDINGS INC | 3.3% |
|
DOORDASH, INC. CLASS A | 3.1% |
FDN Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -4.8% |
|
TWILIO, INC. CLASS A | -4.8% |
|
ZSCALER, INC. | -4.5% |
|
QUALYS INC | -4.2% |
|
PROCORE TECHNOLOGIES INC | -4.0% |
 |
WIX.COM LTD | -3.9% |
|
DROPBOX, INC. CLASS A | -3.7% |
|
WORKIVA, INC. CLASS A | -3.6% |
|
BOX, INC. CLASS A | -3.6% |
|
PAYCOM SOFTWARE INC | -3.6% |