Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

27
Number of overlapping holdings
55.1%
% of CLOD's 48 holdings also in IGV
25.7%
% of IGV's 121 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 | |
---|---|---|---|---|
SALESFORCE.COM INC | 4.6% | 8.5% | 4.6% | |
SERVICENOW INC | 4.4% | 6.8% | 4.4% | |
PALO ALTO NETWORKS INC | 4.0% | 3.9% | 3.9% | |
MICROSOFT CORP | 3.9% | 8.2% | 3.9% | |
ORACLE CORP | 3.8% | 8.6% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to IGV
AMAZON.COM INC | 5.0% | |
ALPHABET INC. CLASS A | 4.9% | |
SAP AG | 4.8% | |
MERCADOLIBRE INC | 3.6% | |
SNOWFLAKE, INC. CLASS A | 2.5% | |
PROSUS N.V. CLASS N | 2.2% | |
ATLASSIAN CORP. CLASS A | 2.1% | |
CLOUDFLARE INC CLASS A | 1.8% | |
GODADDY, INC. CLASS A | 1.3% | |
DASSAULT SYSTEMES SA | 1.1% |
CLOD Underweight Relative to IGV
PALANTIR TECHNOLOGIES INC. CLASS A | -5.3% | |
ORACLE CORP | -4.8% | |
MICROSOFT CORP | -4.3% | |
SALESFORCE.COM INC | -3.8% | |
ADOBE SYSTEMS INC | -2.8% | |
SERVICENOW INC | -2.4% | |
ROPER TECHNOLOGIES, INC. | -2.0% | |
INTUIT INC | -1.5% | |
FAIR ISAAC CORP | -1.5% | |
TAKE-TWO INTERACTIVE SOFTWRE | -1.0% |