Do FCLD and WCLD hold the same stocks?

By their latest filings, 31% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.

Which is more different from the S&P 500, FCLD or WCLD?

FCLD has 51% of its weight in S&P 500 names and WCLD has 16%, so WCLD differs more from the index.

Which is cheaper, FCLD or WCLD?

FCLD charges 0.39% a year and WCLD charges 0.45%, so FCLD is cheaper. Fees come from each fund's prospectus.

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FCLD vs WCLD: which is really different?

FCLD and WCLD hold 31% of their weight in the same names, and FCLD returned +53.2% over the year. Fidelity Cloud Computing ETF and WisdomTree Cloud Computing Fund.

51.1%

FCLD in the S&P 500

15.7%

WCLD in the S&P 500

+53.2%

FCLD total return, 1 year

+15.5%

WCLD total return, 1 year

FCLD · 1 year to Sep 30, 202649% of its weight is outside the S&P 500

51% of FCLD's weight is in S&P 500 companies and 49% is outside the index

WCLD · 1 year to Sep 30, 202684% of its weight is outside the S&P 500

16% of WCLD's weight is in S&P 500 companies and 84% is outside the index

ETFIQ Off-Index Score · WCLD scores higherHow much of it is not the index it is sold as an alternative to?

FCLD 25.3

WCLD 53.2

0.1, the lowest in this set92.0, the highest

A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →

What they hold in common

By the books each fund has filed, FCLD and WCLD hold 31% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

50%

half

31% in common

Positions both hold, largest shared weight first

Holding FCLD WCLD

DATADOG INC 3.88% 2.99%

TWILIO INC 2.32% 2.42%

SNOWFLAKE INC 3.85% 1.96%

NUTANIX INC 1.76% 1.70%

JFROG LTD 1.66% 3.20%

DYNATRACE INC 1.83% 1.65%

DIGITALOCEAN HOLDINGS INC 1.63% 3.28%

ATLASSIAN CORP PLC 1.54% 1.36%

DOCUSIGN INC 1.44% 1.32%

MONGODB INC 2.22% 1.29%

SERVICENOW INC 3.61% 1.26%

GITLAB INC 1.21% 1.54%

Only in FCLD

SANDISK CORP/DE 6.16%

WESTERN DIGITAL CORP 5.29%

SEAGATE TECHNOLOGY HOLDINGS PLC 4.97%

APPLOVIN CORP 4.33%

MICROSOFT CORP 4.15%

EQUINIX INC 3.90%

DIGITAL REALTY TRUST INC 3.10%

EVERPURE INC 2.31%

Only in WCLD

PALO ALTO NETWORKS INC 3.04%

CROWDSTRIKE HOLDINGS INC 2.61%

TENABLE HOLDINGS INC 2.46%

OKTA INC 2.44%

RUBRIK INC 2.12%

QUALYS INC 1.97%

PAGERDUTY INC 1.95%

CLOUDFLARE INC 1.84%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

31% of the two portfolios are the same securities at the same weight.

Performance, window by window

	Total return		vs the S&P 500		vs the Nasdaq-100
Window	FCLD	WCLD	FCLD	WCLD	FCLD	WCLD
3 months	+14.5%	+22.4%	+12.0 pts	+19.8 pts	+12.4 pts	+20.2 pts
6 months	+62.1%	+47.9%	+45.1 pts	+30.9 pts	+35.2 pts	+21.0 pts
1 year	+53.2%	+15.5%	+37.5 pts	−0.2 pts	+29.4 pts	−8.3 pts
3 years	+136.3%	+37.1%	+51.3 pts	−47.9 pts	+26.3 pts	−72.9 pts
Since launch FCLD Oct 2021 · WCLD Sep 2019	+75.9%	+60.4%	−10.0 pts	−123.9 pts	−34.0 pts	−243.3 pts

FCLD and WCLD over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

FCLD

Fidelity Cloud Computing ETF · Holds 50 stocks in cloud and software, 51% of its weight in S&P 500 companies

WCLD

WisdomTree Cloud Computing Fund · Holds 64 stocks in cloud and software, 16% of its weight in S&P 500 companies

Issuer Fidelity WisdomTree

Theme Cloud and software Cloud and software

In the S&P 500 51.1% 15.7%

Active share vs the S&P 500 91.6% 98.2%

In the Nasdaq-100 32.9% 14.4%

Holdings 50 64

Top ten, share of the fund 44.1% 26.5%

Expense ratio 0.39% 0.45%

Fee for the differing part 0.43% 0.46%

Total return, 1 year +53.2% +15.5%

vs the S&P 500 +37.5 pts −0.2 pts

vs the Nasdaq-100 +29.4 pts −8.3 pts

Below its high −1.5% −37.8%

Net assets $145m $280m

FCLD and WCLD on the same fields, as of Sep 30, 2026. Source: ETFIQ.

FCLD in plain words

By weight, 51% of FCLD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 92%. The top ten holdings are 44% of the fund across 50 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +53.2% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 37.5 pts.

WCLD in plain words

By weight, 16% of WCLD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 26% of the fund across 64 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +15.5% with distributions reinvested against +15.7% for the S&P 500, so a holder was about even. It sits 37.8% below its all-time high of Nov 9, 2021.

Questions people ask

Do FCLD and WCLD hold the same stocks?: By their latest filings, 31% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, FCLD or WCLD?: FCLD has 51% of its weight in S&P 500 names and WCLD has 16%, so WCLD differs more from the index.
Which is cheaper, FCLD or WCLD?: FCLD charges 0.39% a year and WCLD charges 0.45%, so FCLD is cheaper. Fees come from each fund's prospectus.

Other comparisons

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FCLD on its own →WCLD on its own →How every figure is computed →Standards and sources →

Where these figures came from

FCLD filings on SEC EDGAR ↗FCLD prospectus with the expense ratio (SEC) ↗Fidelity website ↗WCLD filings on SEC EDGAR ↗WCLD prospectus with the expense ratio (SEC) ↗WisdomTree page for WCLD ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.

Cite this page

ETFIQ, FCLD against WCLD, data as of Sep 30, 2026. https://etfiq.com/compare/themes/fcld-vs-wcld

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.