Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
12%
ALSO IN LOUP
LOUP
28
HOLDINGS
21%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus LOUP)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in LOUP |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 5.0% | 3.5% | 3.5% |
|
SNOWFLAKE, INC. CLASS A | 4.0% | 3.3% | 3.3% |
|
SYNOPSYS INC | 2.7% | 3.2% | 2.7% |
|
DATADOG INC CLASS A | 2.6% | 2.8% | 2.6% |
|
TWILIO, INC. CLASS A | 1.2% | 3.0% | 1.2% |
CLOD Overweight Relative to LOUP
|
SALESFORCE.COM INC | 6.2% |
 |
SAP AG | 5.4% |
|
MICROSOFT CORP | 5.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.5% |
|
ORACLE CORP | 4.5% |
|
AMAZON.COM INC | 4.4% |
|
PALO ALTO NETWORKS INC | 4.3% |
|
ALPHABET INC. CLASS A | 3.9% |
|
ADOBE SYSTEMS INC | 3.7% |
|
CLOUDFLARE INC CLASS A | 3.5% |
CLOD Underweight Relative to LOUP
 |
SILICON MOTION TECHNOL-ADR | -6.0% |
 |
BE SEMICONDUCTOR INDUSTRIES | -4.2% |
 |
MINIMAX GROUP INC | -4.1% |
|
CEREBRAS SYSTEMS INC - A | -4.0% |
|
MARVELL TECHNOLOGY, INC. | -3.8% |
 |
NU HOLDINGS LTD. CLASS A | -3.5% |
|
VISTRA ENERGY CORP. | -3.5% |
|
UNITY SOFTWARE, INC. | -3.4% |
|
REDDIT INC-CL A | -3.3% |
 |
CAMECO CORP | -3.3% |