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

17
Number of overlapping holdings
56.7%
% of SPAM's 30 holdings also in CIBR
54.8%
% of CIBR's 36 holdings also in SPAM
Overlap by Weight
Sector Drift (SPAM minus CIBR)
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 SPAM |
Weight in CIBR |
Overlap | |
---|---|---|---|---|
CHECK POINT SOFTWARE TECH | 5.5% | 4.8% | 4.8% | |
PALO ALTO NETWORKS INC | 4.6% | 7.1% | 4.6% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.1% | 7.3% | 4.1% | |
FORTINET INC | 4.6% | 4.1% | 4.1% | |
OKTA, INC. CLASS A | 5.8% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
SPAM Overweight Relative to CIBR
RESEARCH IN MOTION | 4.7% | |
ALARM.COM HOLDINGS INC | 4.3% | |
CACI INTERNATIONAL INC -CL A | 4.1% | |
CLEAR SECURE, INC. CLASS A | 3.9% | |
NEXTDC LIMITED | 3.8% | |
21VIANET GROUP, INC. SPONSORED ADR C | 3.5% | |
TREND MICRO INC | 3.4% | |
NETCOMPANY GROUP A/S | 3.2% | |
TENABLE HOLDINGS, INC. | 3.2% | |
QUALYS INC | 3.1% |
SPAM Underweight Relative to CIBR
BROADCOM INC. | -9.1% | |
CISCO SYSTEMS INC | -8.2% | |
INFOSYS TECHNOLOGIES-SP ADR | -6.8% | |
THALES SA | -6.4% | |
CLOUDFLARE INC CLASS A | -4.8% | |
F5 NETWORKS INC | -3.5% | |
GEN DIGITAL INC | -3.5% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.2% | |
SAIC INC | -3.2% | |
AKAMAI TECHNOLOGIES | -3.2% |