Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
29%
OVERLAP
BY WEIGHT
18
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
36%
ALSO IN CLOU
CLOU
38
HOLDINGS
47%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 4.7% | 4.8% | 4.7% |
|
SALESFORCE.COM INC | 3.8% | 3.7% | 3.7% |
|
SNOWFLAKE, INC. CLASS A | 3.1% | 6.4% | 3.1% |
|
DATADOG INC CLASS A | 2.9% | 6.4% | 2.9% |
|
CLOUDFLARE INC CLASS A | 2.8% | 4.0% | 2.8% |
CLOD Overweight Relative to CLOU
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 6.3% |
|
PALO ALTO NETWORKS INC | 5.7% |
|
APPLOVIN CORP. CLASS A | 5.5% |
|
ORACLE CORP | 5.0% |
 |
SAP AG | 3.8% |
|
CADENCE DESIGN SYS INC | 3.8% |
|
ADOBE SYSTEMS INC | 3.8% |
|
SYNOPSYS INC | 3.3% |
|
FORTINET INC | 3.2% |
|
INTUIT INC | 3.1% |
CLOD Underweight Relative to CLOU
|
DIGITALOCEAN HOLDINGS, INC. | -5.1% |
|
AKAMAI TECHNOLOGIES | -4.2% |
|
PAYCOM SOFTWARE INC | -3.7% |
|
DATADOG INC CLASS A | -3.5% |
|
TWILIO, INC. CLASS A | -3.4% |
 |
SHOPIFY, INC. CLASS A | -3.3% |
|
SNOWFLAKE, INC. CLASS A | -3.2% |
|
DIGITAL REALTY TRUST INC | -3.2% |
|
ZSCALER, INC. | -3.1% |
|
DROPBOX, INC. CLASS A | -3.0% |