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
26%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
CLOD
48
HOLDINGS
22%
ALSO IN MGRO
MGRO
45
HOLDINGS
23%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus MGRO)
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 MGRO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.6% | 4.6% | 4.6% |
|
AMAZON.COM INC | 4.7% | 3.7% | 3.7% |
|
CADENCE DESIGN SYS INC | 3.4% | 2.8% | 2.8% |
|
SALESFORCE.COM INC | 4.1% | 2.6% | 2.6% |
|
AUTODESK INC | 2.5% | 2.5% | 2.5% |
CLOD Overweight Relative to MGRO
|
APPLOVIN CORP. CLASS A | 5.3% |
|
ALPHABET INC. CLASS A | 4.6% |
|
PALO ALTO NETWORKS INC | 4.3% |
|
SERVICENOW INC | 4.1% |
 |
MERCADOLIBRE INC | 4.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% |
|
INTUIT INC | 3.8% |
 |
SAP AG | 3.8% |
|
ORACLE CORP | 3.4% |
|
MICROSTRATEGY INC-CL A | 3.2% |
CLOD Underweight Relative to MGRO
|
TRANSUNION | -5.2% |
|
MONOLITHIC POWER SYSTEMS INC | -4.9% |
|
MANHATTAN ASSOCIATES INC | -4.6% |
|
MARKETAXESS HOLDINGS INC | -4.2% |
|
TERADYNE INC | -4.0% |
 |
ALLEGION PLC | -3.9% |
|
WEST PHARMACEUTICAL SERVICES | -3.4% |
|
IDEX CORP | -3.1% |
|
COPART INC | -2.8% |
|
META PLATFORMS INC | -2.4% |