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
37%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
CLOD
48
HOLDINGS
41%
ALSO IN DRUP
DRUP
50
HOLDINGS
38%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus DRUP)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in DRUP |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 6.2% | 4.9% | 4.9% |
|
MICROSOFT CORP | 4.6% | 9.2% | 4.6% |
|
SALESFORCE.COM INC | 4.1% | 3.5% | 3.5% |
|
ADOBE SYSTEMS INC | 4.3% | 2.7% | 2.7% |
|
SERVICENOW INC | 4.1% | 2.5% | 2.5% |
CLOD Overweight Relative to DRUP
|
ORACLE CORP | 5.6% |
|
APPLOVIN CORP. CLASS A | 5.3% |
|
AMAZON.COM INC | 4.7% |
 |
MERCADOLIBRE INC | 4.0% |
|
INTUIT INC | 3.8% |
 |
SAP AG | 3.8% |
|
MICROSTRATEGY INC-CL A | 3.2% |
 |
PROSUS N.V. CLASS N | 3.0% |
|
SNOWFLAKE, INC. CLASS A | 2.6% |
|
PALO ALTO NETWORKS INC | 2.5% |
CLOD Underweight Relative to DRUP
|
META PLATFORMS INC | -6.8% |
|
BROADCOM INC. | -4.8% |
|
MICROSOFT CORP | -4.6% |
|
JOHNSON & JOHNSON | -3.5% |
|
APPLIED MATERIALS INC | -2.8% |
|
QUALCOMM INC | -2.7% |
|
DANAHER CORP | -2.6% |
|
LAM RESEARCH CORP | -2.4% |
|
INTUITIVE SURGICAL INC | -2.4% |
|
TEXAS INSTRUMENTS INC | -2.4% |