Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

17
Number of overlapping holdings
60.7%
% of SPAM's 28 holdings also in CIBR
54.8%
% of CIBR's 34 holdings also in SPAM
Overlap by Weight
Sector Drift (SPAM minus CIBR)
Overlapping Holdings
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Company | Weight in SPAM |
Weight in CIBR |
Overlap | |
---|---|---|---|---|
PALO ALTO NETWORKS INC | 9.3% | 7.8% | 7.8% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.3% | 9.5% | 5.3% | |
FORTINET INC | 5.3% | 4.6% | 4.6% | |
ZSCALER, INC. | 4.6% | 3.6% | 3.6% | |
CHECK POINT SOFTWARE TECH | 4.0% | 3.5% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
SPAM Overweight Relative to CIBR
ALARM.COM HOLDINGS INC | 5.4% | |
NETCOMPANY GROUP A/S | 5.1% | |
QUALYS INC | 3.9% | |
RESEARCH IN MOTION | 3.8% | |
RAPID7 INC | 3.7% | |
NEXTDC LIMITED | 3.6% | |
CACI INTERNATIONAL INC -CL A | 3.4% | |
CLEAR SECURE, INC. CLASS A | 3.4% | |
FASTLY, INC. CLASS A | 3.3% | |
TENABLE HOLDINGS, INC. | 3.3% |
SPAM Underweight Relative to CIBR
BROADCOM INC. | -9.9% | |
CISCO SYSTEMS INC | -8.3% | |
INFOSYS TECHNOLOGIES-SP ADR | -7.2% | |
CLOUDFLARE INC CLASS A | -5.0% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.2% | |
GENESIS HEALTHCARE INC CLASS A | -3.8% | |
AKAMAI TECHNOLOGIES | -3.5% | |
SAIC INC | -3.5% | |
F5 NETWORKS INC | -3.3% | |
THALES SA | -3.1% |