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
30%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
FCLD
63
HOLDINGS
37%
ALSO IN CLOD
CLOD
50
HOLDINGS
34%
ALSO IN FCLD
SECTOR DRIFT (FCLD minus CLOD)
OVERLAPPING HOLDINGS
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| Company | Weight in FCLD |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.1% | 5.4% | 4.1% |
|
SALESFORCE.COM INC | 3.7% | 6.2% | 3.7% |
|
SNOWFLAKE, INC. CLASS A | 3.4% | 4.0% | 3.4% |
|
SERVICENOW INC | 3.3% | 5.0% | 3.3% |
|
APPLOVIN CORP. CLASS A | 3.8% | 2.6% | 2.6% |
FCLD Overweight Relative to CLOD
|
WESTERN DIGITAL CORP | 6.0% |
|
SANDISK CORP ORDINARY SHARES | 5.8% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 5.3% |
|
EQUINIX INC | 4.0% |
|
DIGITAL REALTY TRUST INC | 3.2% |
|
NETAPP INC | 2.3% |
|
ZOOMINFO TECHNOLOGIES, INC. CLASS A | 2.3% |
|
PURE STORAGE, INC. CLASS A | 1.9% |
 |
HON HAI PRECISION INDUSTRY | 1.9% |
|
COREWEAVE INC-CL A | 1.5% |
FCLD Underweight Relative to CLOD
 |
SAP AG | -5.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.5% |
|
ORACLE CORP | -4.5% |
|
PALO ALTO NETWORKS INC | -4.3% |
|
ALPHABET INC. CLASS A | -3.9% |
|
ADOBE SYSTEMS INC | -3.7% |
|
CLOUDFLARE INC CLASS A | -3.5% |
|
FORTINET INC | -3.5% |
 |
MERCADOLIBRE INC | -3.3% |
|
INTUIT INC | -3.1% |