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
32%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
32%
ALSO IN FDN
FDN
42
HOLDINGS
39%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus FDN)
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 FDN |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.0% | 5.3% | 4.0% |
|
AMAZON.COM INC | 3.9% | 10.1% | 3.9% |
|
SALESFORCE.COM INC | 3.6% | 4.4% | 3.6% |
|
SNOWFLAKE, INC. CLASS A | 3.5% | 3.7% | 3.5% |
|
CLOUDFLARE INC CLASS A | 3.5% | 3.6% | 3.5% |
CLOD Overweight Relative to FDN
|
PALO ALTO NETWORKS INC | 7.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 7.5% |
|
SERVICENOW INC | 4.2% |
|
APPLOVIN CORP. CLASS A | 4.1% |
|
FORTINET INC | 4.0% |
|
MICROSOFT CORP | 3.9% |
|
ADOBE SYSTEMS INC | 3.7% |
|
CADENCE DESIGN SYS INC | 3.6% |
 |
SAP AG | 3.6% |
 |
MERCADOLIBRE INC | 3.4% |
CLOD Underweight Relative to FDN
|
META PLATFORMS INC | -11.1% |
|
CISCO SYSTEMS INC | -8.0% |
|
AMAZON.COM INC | -6.3% |
|
BOOKING HOLDINGS INC. | -5.0% |
|
ARISTA NETWORKS, INC. | -4.9% |
|
ALPHABET INC. CLASS C | -4.3% |
|
NETFLIX INC | -3.7% |
|
DOORDASH, INC. CLASS A | -2.8% |
|
AIRBNB, INC. CLASS A | -2.5% |
|
CIENA CORP | -2.1% |