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
34%

OVERLAP
BY WEIGHT
19

# OF OVERLAPPING
HOLDINGS
CLOD
48
HOLDINGS
41%
ALSO IN WFH
WFH
40
HOLDINGS
50%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus WFH)
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 WFH
Overlap
CROWDSTRIKE HOLDINGS, INC. CLASS A 3.9% 2.9% 2.9%
AMAZON.COM INC 4.7% 2.6% 2.6%
SALESFORCE.COM INC 4.2% 2.6% 2.6%
ALPHABET INC. CLASS A 5.4% 2.5% 2.5%
ORACLE CORP 5.0% 2.5% 2.5%
CLOD Overweight Relative to WFH
INTUIT INC 4.6%
SAP AG 4.4%
SYNOPSYS INC 4.4%
APPLOVIN CORP. CLASS A 4.3%
MERCADOLIBRE INC 4.2%
MICROSTRATEGY INC-CL A 3.9%
CADENCE DESIGN SYS INC 3.6%
ALPHABET INC. CLASS A 2.9%
PROSUS N.V. CLASS N 2.8%
MICROSOFT CORP 2.7%
CLOD Underweight Relative to WFH
YY INC-ADR -3.2%
DOCUSIGN, INC. -3.1%
CISCO SYSTEMS INC -2.9%
INTL BUSINESS MACHINES CORP -2.9%
BROADCOM INC. -2.9%
MOMO INC SPONSORED ADR CLASS A -2.8%
OKTA, INC. CLASS A -2.8%
META PLATFORMS INC -2.7%
ALTICE USA, INC. CLASS A -2.7%
SYNNEX CORP -2.5%
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