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
DRUP
50
HOLDINGS
38%
ALSO IN CLOD
CLOD
50
HOLDINGS
38%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus CLOD)
OVERLAPPING HOLDINGS
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| Company | Weight in DRUP |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.2% | 4.1% | 4.1% |
|
ALPHABET INC. CLASS A | 4.9% | 4.1% | 4.1% |
|
SALESFORCE.COM INC | 3.5% | 3.8% | 3.5% |
|
ADOBE SYSTEMS INC | 2.7% | 3.8% | 2.7% |
|
SERVICENOW INC | 2.5% | 4.7% | 2.5% |
DRUP Overweight Relative to CLOD
|
META PLATFORMS INC | 6.8% |
|
MICROSOFT CORP | 5.1% |
|
BROADCOM INC. | 4.8% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
DRUP Underweight Relative to CLOD
|
ORACLE CORP | -5.6% |
|
APPLOVIN CORP. CLASS A | -5.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.4% |
|
AMAZON.COM INC | -3.9% |
|
PALO ALTO NETWORKS INC | -3.9% |
 |
SAP AG | -3.8% |
|
INTUIT INC | -3.1% |
|
SNOWFLAKE, INC. CLASS A | -3.1% |
 |
MERCADOLIBRE INC | -3.0% |
|
SERVICENOW INC | -2.3% |