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
20%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
16%
ALSO IN FMTM
FMTM
30
HOLDINGS
27%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus FMTM)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in FMTM |
Overlap | |
|---|---|---|---|---|
 |
SNOWFLAKE, INC. CLASS A | 4.0% | 3.9% | 3.9% |
|
PALO ALTO NETWORKS INC | 4.6% | 3.6% | 3.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.1% | 3.5% | 3.5% |
|
FORTINET INC | 3.4% | 3.2% | 3.2% |
|
DATADOG INC CLASS A | 2.7% | 3.0% | 2.7% |
CLOD Overweight Relative to FMTM
 |
SAP AG | 5.7% |
|
MICROSOFT CORP | 5.2% |
|
SALESFORCE.COM INC | 5.2% |
|
SERVICENOW INC | 4.8% |
|
AMAZON.COM INC | 4.4% |
|
ORACLE CORP | 4.3% |
|
ADOBE SYSTEMS INC | 4.0% |
|
ALPHABET INC. CLASS A | 3.9% |
|
INTUIT INC | 3.5% |
|
CLOUDFLARE INC CLASS A | 3.3% |
CLOD Underweight Relative to FMTM
|
MARVELL TECHNOLOGY, INC. | -4.2% |
|
MANPOWER INC | -3.8% |
|
ILLUMINA INC | -3.7% |
|
NETAPP INC | -3.7% |
|
LAM RESEARCH CORP | -3.6% |
|
DELL TECHNOLOGIES INC CLASS C | -3.5% |
|
ASTERA LABS INC | -3.4% |
|
UNION PACIFIC CORP | -3.4% |
|
FRANKLIN RESOURCES INC | -3.3% |
|
STATE STREET CORP | -3.3% |