Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
10
Number of overlapping holdings
25.0%
% of FDND's 43 holdings also in CLOU
28.6%
% of CLOU's 35 holdings also in FDND
Overlap by Weight
Sector Drift (FDND 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 FDND |
Weight in CLOU |
Overlap | |
---|---|---|---|---|
SALESFORCE.COM INC | 5.0% | 3.8% | 3.8% | |
WORKDAY INC-CLASS A | 3.3% | 4.3% | 3.3% | |
SNOWFLAKE, INC. CLASS A | 2.6% | 3.0% | 2.6% | |
AMAZON.COM INC | 9.3% | 2.0% | 2.0% | |
ALPHABET INC. CLASS A | 4.7% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
FDND Overweight Relative to CLOU
META PLATFORMS INC | 9.8% | |
AMAZON.COM INC | 7.4% | |
NETFLIX INC | 6.7% | |
ARISTA NETWORKS, INC. | 5.0% | |
CISCO SYSTEMS INC | 4.8% | |
PAYPAL HOLDINGS INC | 4.7% | |
BOOKING HOLDINGS INC. | 4.5% | |
ALPHABET INC. CLASS C | 3.9% | |
AIRBNB, INC. CLASS A | 3.5% | |
ALPHABET INC. CLASS A | 3.0% |
FDND Underweight Relative to CLOU
WIX.COM LTD | -5.7% | |
BOX, INC. CLASS A | -4.7% | |
ZSCALER, INC. | -4.6% | |
SPS COMMERCE INC | -4.5% | |
DIGITAL REALTY TRUST INC | -4.4% | |
DIGITALOCEAN HOLDINGS, INC. | -4.2% | |
SHOPIFY, INC. CLASS A | -4.2% | |
TWILIO, INC. CLASS A | -4.2% | |
WORKIVA, INC. CLASS A | -4.0% | |
DROPBOX, INC. CLASS A | -3.9% |