Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
55.1%
% of CLOD's 49 holdings also in IGV
26.5%
% of IGV's 114 holdings also in CLOD
Overlap by Weight
Sector Drift (CLOD minus IGV)
Overlapping Holdings
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| Company | Weight in CLOD |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 5.5% | 5.4% | 5.4% |
|
ORACLE CORP | 5.2% | 9.4% | 5.2% |
|
SALESFORCE.COM INC | 4.6% | 9.1% | 4.6% |
|
INTUIT INC | 4.5% | 6.9% | 4.5% |
|
PALO ALTO NETWORKS INC | 4.4% | 4.3% | 4.3% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to IGV
 |
MERCADOLIBRE INC | 5.1% |
 |
SAP AG | 5.0% |
|
AMAZON.COM INC | 4.2% |
|
ALPHABET INC. CLASS A | 3.7% |
 |
PROSUS N.V. CLASS N | 2.6% |
|
SNOWFLAKE, INC. CLASS A | 1.8% |
 |
DASSAULT SYSTEMES SA | 1.4% |
|
ATLASSIAN CORP. CLASS A | 1.3% |
|
CLOUDFLARE INC CLASS A | 1.2% |
|
GODADDY, INC. CLASS A | 1.1% |
CLOD Underweight Relative to IGV
|
ADOBE SYSTEMS INC | -4.8% |
|
SALESFORCE.COM INC | -4.5% |
|
ORACLE CORP | -4.2% |
|
MICROSOFT CORP | -3.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.9% |
|
INTUIT INC | -2.4% |
|
ROPER TECHNOLOGIES, INC. | -2.3% |
|
FAIR ISAAC CORP | -1.9% |
|
ELECTRONIC ARTS INC | -1.3% |
|
TYLER TECHNOLOGIES INC | -1.0% |