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
24%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
28%
ALSO IN FFF
FFF
99
HOLDINGS
14%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus FFF)
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 FFF |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 7.2% | 4.4% | 4.4% |
|
ORACLE CORP | 3.2% | 3.8% | 3.2% |
|
SALESFORCE.COM INC | 3.7% | 3.2% | 3.2% |
|
APPLOVIN CORP. CLASS A | 4.0% | 2.9% | 2.9% |
|
FORTINET INC | 4.0% | 2.3% | 2.3% |
CLOD Overweight Relative to FFF
|
PALO ALTO NETWORKS INC | 7.5% |
|
SERVICENOW INC | 4.3% |
|
MICROSOFT CORP | 4.0% |
|
ALPHABET INC. CLASS A | 3.9% |
|
AMAZON.COM INC | 3.8% |
 |
SAP AG | 3.8% |
|
CADENCE DESIGN SYS INC | 3.8% |
|
ADOBE SYSTEMS INC | 3.7% |
 |
MERCADOLIBRE INC | 3.5% |
|
CLOUDFLARE INC CLASS A | 3.4% |
CLOD Underweight Relative to FFF
|
META PLATFORMS INC | -6.9% |
|
NVIDIA CORP | -6.5% |
|
DELL TECHNOLOGIES INC CLASS C | -6.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.3% |
|
BLACKSTONE GROUP LP/THE | -3.9% |
|
BLACKROCK INC | -3.7% |
|
SHOPIFY, INC. CLASS A | -3.6% |
|
CAPITAL ONE FINANCIAL CORP | -3.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | -2.1% |
 |
NU HOLDINGS LTD. CLASS A | -1.6% |