CLOU vs ITOT: holdings overlap, shared companies and scores
As of October 9, 2026, CLOU and ITOT overlap 6.2% by weight. Global X Cloud Computing ETF (CLOU): Cloud computing technology firms iShares Core S&P Total U.S. Stock Market ETF (ITOT): U.S. total market equities.
Updated October 9, 2026
Where CLOU and ITOT trade against their own history
CLOU trades at 33.0 times earnings, against its own median of 34.8, and is cheaper than 74% of its own 42 monthly readings since 2022.
ITOT trades at 24.2 times earnings, against its own median of 22.3, and is more expensive than 63% of its own 115 monthly readings since 2017.
What moved CLOU and ITOT this week
CLOU rose 4.5% in the week to October 9, 2026. The holdings that moved it most were Zscaler (+18.9%), Snowflake (+8.2%) and Datadog (+5.8%); Digitalocean (−3.7%) pushed the other way.
ITOT rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do CLOU and ITOT each hold?
What's inside CLOU: Tech 89%, AI 18%.
50% of CLOU is its ten largest holdings.
What's inside ITOT: Tech 43%, Magnificent 7 31%.
35% of ITOT is its ten largest holdings.
How much do CLOU and ITOT overlap? 6.2% by weight
As of October 9, 2026, CLOU and ITOT overlap 6.2% by weight.
90% of CLOU is already inside ITOT.
13% of ITOT is already inside CLOU.
CLOU holds 38 companies and ITOT holds 2,425; 31 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score CLOU and ITOT? 3.5 and 6.6 out of 10
As of October 9, 2026, ETF Copilot scores CLOU 3.5 out of 10 and ITOT 6.6 out of 10.
They differ most on Quality: CLOU 0.6 and ITOT 7.7.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | CLOU | ITOT |
|---|---|---|
| Growth | 6.2 | 7.2 |
| Value | 5.7 | 3.0 |
| Risk | 0.8 | 6.3 |
| Quality | 0.6 | 7.7 |
| Return | 3.1 | 7.7 |
ITOT is the cheaper of the two at 0.03% a year
As of October 9, 2026, CLOU charges 0.68% a year and holds $394M in assets across 38 positions.
As of October 9, 2026, ITOT charges 0.03% a year, yields 0.99% and holds $97.8B in assets across 2425 positions.
| Measure | CLOU | ITOT |
|---|---|---|
| Expense ratio | 0.68% | 0.03% |
| Dividend yield | — | 0.99% |
| Assets under management | $394M | $97.8B |
| Holdings | 38 | 2425 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “CLOU vs ITOT holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/clou-vs-itot
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