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
21%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
CLOD
48
HOLDINGS
27%
ALSO IN CLOU
CLOU
37
HOLDINGS
35%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus CLOU)
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 CLOD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.8% | 3.7% | 3.7% |
|
ALPHABET INC. CLASS A | 6.0% | 2.7% | 2.7% |
|
AMAZON.COM INC | 6.0% | 2.6% | 2.6% |
|
SERVICENOW INC | 3.3% | 2.6% | 2.6% |
|
MICROSOFT CORP | 4.6% | 2.0% | 2.0% |
CLOD Overweight Relative to CLOU
|
PALO ALTO NETWORKS INC | 5.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.8% |
 |
MERCADOLIBRE INC | 4.3% |
 |
SAP AG | 4.1% |
|
ADOBE SYSTEMS INC | 4.0% |
|
SYNOPSYS INC | 3.8% |
|
APPLOVIN CORP. CLASS A | 3.8% |
|
ORACLE CORP | 3.7% |
|
CADENCE DESIGN SYS INC | 3.7% |
|
AMAZON.COM INC | 3.4% |
CLOD Underweight Relative to CLOU
|
DIGITALOCEAN HOLDINGS, INC. | -7.9% |
|
AKAMAI TECHNOLOGIES | -6.0% |
|
DIGITAL REALTY TRUST INC | -6.0% |
|
DROPBOX, INC. CLASS A | -4.1% |
|
TWILIO, INC. CLASS A | -4.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -4.1% |
|
FASTLY, INC. CLASS A | -3.9% |
 |
SHOPIFY, INC. CLASS A | -3.8% |
|
PAYCOM SOFTWARE INC | -3.7% |
|
BOX, INC. CLASS A | -3.5% |