Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
BY WEIGHT
12
# OF OVERLAPPING HOLDINGS
CLOD
49
HOLDINGS
25%
ALSO IN WCBR
WCBR
23
HOLDINGS
57%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus WCBR)
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 WCBR |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.5% | 5.9% | 4.5% |
|
PALO ALTO NETWORKS INC | 4.3% | 4.8% | 4.3% |
|
FORTINET INC | 2.4% | 6.2% | 2.4% |
|
CLOUDFLARE INC CLASS A | 2.2% | 7.3% | 2.2% |
|
DATADOG INC CLASS A | 1.6% | 4.5% | 1.6% |
CLOD Overweight Relative to WCBR
|
ORACLE CORP | 5.6% |
|
INTUIT INC | 4.8% |
 |
SAP AG | 4.7% |
|
MICROSOFT CORP | 4.7% |
|
SERVICENOW INC | 4.6% |
 |
MERCADOLIBRE INC | 4.5% |
|
AMAZON.COM INC | 4.3% |
|
ALPHABET INC. CLASS A | 4.2% |
|
ADOBE SYSTEMS INC | 3.9% |
|
SALESFORCE.COM INC | 3.8% |
CLOD Underweight Relative to WCBR
|
OKTA, INC. CLASS A | -6.3% |
|
ELASTIC NV | -5.9% |
|
CLOUDFLARE INC CLASS A | -5.1% |
|
CYBERARK SOFTWARE LTD. | -4.9% |
|
ZSCALER, INC. | -4.5% |
|
TENABLE HOLDINGS, INC. | -4.2% |
|
RAPID7 INC | -4.0% |
|
F5 NETWORKS INC | -4.0% |
 |
TREND MICRO INC | -3.8% |
|
FORTINET INC | -3.8% |