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
32%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
50%
ALSO IN SKYY
SKYY
64
HOLDINGS
41%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus SKYY)
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 SKYY |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.2% | 3.5% | 3.5% |
|
AMAZON.COM INC | 4.3% | 3.1% | 3.1% |
|
ALPHABET INC. CLASS A | 3.8% | 2.9% | 2.9% |
|
CLOUDFLARE INC CLASS A | 3.5% | 2.8% | 2.8% |
|
ORACLE CORP | 4.3% | 2.1% | 2.1% |
CLOD Overweight Relative to SKYY
 |
SAP AG | 5.3% |
|
PALO ALTO NETWORKS INC | 4.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% |
|
FORTINET INC | 3.4% |
|
SNOWFLAKE, INC. CLASS A | 3.2% |
|
CADENCE DESIGN SYS INC | 3.2% |
|
SALESFORCE.COM INC | 3.1% |
 |
MERCADOLIBRE INC | 3.1% |
|
SERVICENOW INC | 2.9% |
|
SYNOPSYS INC | 2.8% |
CLOD Underweight Relative to SKYY
|
PANDORA MEDIA INC | -4.7% |
|
ARISTA NETWORKS, INC. | -4.0% |
|
NUTANIX, INC. CLASS A | -3.5% |
|
INTL BUSINESS MACHINES CORP | -2.5% |
|
FASTLY, INC. CLASS A | -2.5% |
|
MONGODB, INC. CLASS A | -2.4% |
|
DIGITALOCEAN HOLDINGS, INC. | -2.3% |
|
GITLAB, INC. CLASS A | -2.2% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.2% |
 |
SHOPIFY, INC. CLASS A | -2.1% |