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
15
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
30%
ALSO IN CLOU
CLOU
38
HOLDINGS
39%
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 | |
|---|---|---|---|---|
 |
SERVICENOW INC | 5.0% | 4.5% | 4.5% |
|
SALESFORCE.COM INC | 6.2% | 4.3% | 4.3% |
|
SNOWFLAKE, INC. CLASS A | 4.0% | 7.3% | 4.0% |
|
CLOUDFLARE INC CLASS A | 3.5% | 4.5% | 3.5% |
|
DATADOG INC CLASS A | 2.6% | 5.1% | 2.6% |
CLOD Overweight Relative to CLOU
 |
SAP AG | 5.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.5% |
|
PALO ALTO NETWORKS INC | 4.3% |
|
ORACLE CORP | 4.1% |
|
ADOBE SYSTEMS INC | 3.7% |
|
MICROSOFT CORP | 3.5% |
|
FORTINET INC | 3.5% |
 |
MERCADOLIBRE INC | 3.3% |
|
INTUIT INC | 3.1% |
|
AMAZON.COM INC | 2.9% |
CLOD Underweight Relative to CLOU
|
PAYCOM SOFTWARE INC | -5.2% |
|
DROPBOX, INC. CLASS A | -3.7% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.5% |
|
TWILIO, INC. CLASS A | -3.5% |
|
QUALYS INC | -3.4% |
|
SNOWFLAKE, INC. CLASS A | -3.3% |
|
WORKDAY INC-CLASS A | -3.3% |
|
ZSCALER, INC. | -3.2% |
 |
SHOPIFY, INC. CLASS A | -3.2% |
|
HUBSPOT INC | -3.1% |