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
23
Number of overlapping holdings
48.9%
% of CLOD's 48 holdings also in SKYY
37.7%
% of SKYY's 66 holdings also in CLOD
Overlap by Weight
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 | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 5.0% | 4.5% | 4.5% |
|
ORACLE CORP | 5.1% | 4.1% | 4.1% |
|
AMAZON.COM INC | 5.3% | 4.0% | 4.0% |
|
MICROSOFT CORP | 4.8% | 3.9% | 3.9% |
|
SERVICENOW INC | 4.6% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to SKYY
 |
SAP AG | 5.2% |
|
SYNOPSYS INC | 4.2% |
|
CADENCE DESIGN SYS INC | 4.1% |
|
INTUIT INC | 4.0% |
|
PALO ALTO NETWORKS INC | 3.5% |
 |
MERCADOLIBRE INC | 3.3% |
|
SALESFORCE.COM INC | 3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
|
SERVICENOW INC | 2.8% |
|
AUTODESK INC | 2.5% |
CLOD Underweight Relative to SKYY
|
INTL BUSINESS MACHINES CORP | -3.9% |
|
PURE STORAGE, INC. CLASS A | -3.8% |
|
ARISTA NETWORKS, INC. | -3.6% |
|
NUTANIX, INC. CLASS A | -3.0% |
|
CISCO SYSTEMS INC | -2.7% |
|
DELL TECHNOLOGIES INC CLASS C | -2.4% |
|
APPLOVIN CORP. CLASS A | -2.2% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.2% |
|
NETAPP INC | -2.2% |
|
DIGITALOCEAN HOLDINGS, INC. | -2.1% |