Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
20%
ALSO IN SPAM
SPAM
35
HOLDINGS
29%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus SPAM)
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 SPAM |
Overlap | |
|---|---|---|---|---|
 |
PALO ALTO NETWORKS INC | 4.8% | 4.8% | 4.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.6% | 4.5% | 4.5% |
|
FORTINET INC | 3.4% | 4.1% | 3.4% |
 |
NEBIUS GROUP NV | 2.0% | 5.1% | 2.0% |
|
COREWEAVE INC-CL A | 1.1% | 4.7% | 1.1% |
CLOD Overweight Relative to SPAM
 |
SAP AG | 5.3% |
|
MICROSOFT CORP | 5.2% |
|
SALESFORCE.COM INC | 4.7% |
|
SERVICENOW INC | 4.5% |
|
AMAZON.COM INC | 4.3% |
|
ORACLE CORP | 4.3% |
|
SNOWFLAKE, INC. CLASS A | 3.9% |
|
ALPHABET INC. CLASS A | 3.8% |
|
ADOBE SYSTEMS INC | 3.7% |
|
CLOUDFLARE INC CLASS A | 3.5% |
CLOD Underweight Relative to SPAM
|
CACI INTERNATIONAL INC -CL A | -5.4% |
|
BOOZ ALLEN HAMILTON HOLDINGS | -4.9% |
|
ZSCALER, INC. | -4.5% |
 |
NEXTDC LIMITED | -4.4% |
|
SPRINT CORP. | -4.4% |
|
RUBRIK INC-A | -4.3% |
|
QUALYS INC | -3.9% |
 |
CHECK POINT SOFTWARE TECH | -3.8% |
|
COREWEAVE INC-CL A | -3.5% |
|
AKAMAI TECHNOLOGIES | -3.3% |