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
35%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
CLOD
49
HOLDINGS
49%
ALSO IN SKYY
SKYY
65
HOLDINGS
39%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 6.4% | 5.7% | 5.7% |
|
AMAZON.COM INC | 5.1% | 3.8% | 3.8% |
|
MICROSOFT CORP | 4.6% | 3.7% | 3.7% |
|
ORACLE CORP | 3.4% | 3.4% | 3.4% |
|
APPLOVIN CORP. CLASS A | 4.6% | 2.4% | 2.4% |
CLOD Overweight Relative to SKYY
 |
SAP AG | 4.3% |
|
INTUIT INC | 4.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% |
|
PALO ALTO NETWORKS INC | 3.6% |
 |
MERCADOLIBRE INC | 3.6% |
|
CADENCE DESIGN SYS INC | 3.2% |
 |
PROSUS N.V. CLASS N | 3.0% |
|
SALESFORCE.COM INC | 3.0% |
|
SYNOPSYS INC | 2.9% |
|
ADOBE SYSTEMS INC | 2.8% |
CLOD Underweight Relative to SKYY
|
INTL BUSINESS MACHINES CORP | -4.8% |
|
PURE STORAGE, INC. CLASS A | -4.3% |
|
ARISTA NETWORKS, INC. | -3.6% |
|
LUMEN TECHNOLOGIES, INC. | -3.5% |
|
AKAMAI TECHNOLOGIES | -2.8% |
|
CISCO SYSTEMS INC | -2.8% |
|
MONGODB, INC. CLASS A | -2.3% |
|
NUTANIX, INC. CLASS A | -2.2% |
|
WORKIVA, INC. CLASS A | -2.1% |
 |
SHOPIFY, INC. CLASS A | -2.1% |