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
45%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
10%
ALSO IN CIBR
CIBR
47
HOLDINGS
22%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus CIBR)
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 GFLW |
Weight in CIBR |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 9.4% | 8.6% | 8.6% |
|
FORTINET INC | 12.5% | 8.3% | 8.3% |
|
PALO ALTO NETWORKS INC | 10.3% | 8.0% | 8.0% |
|
BROADCOM INC. | 9.1% | 7.1% | 7.1% |
|
ZSCALER, INC. | 4.0% | 3.9% | 3.9% |
GFLW Overweight Relative to CIBR
|
ELI LILLY & CO | 25.7% |
|
NVIDIA CORP | 23.6% |
|
SANDISK CORP | 23.6% |
|
CATERPILLAR INC | 22.9% |
|
DELL TECHNOLOGIES INC CLASS C | 21.6% |
|
APPLIED MATERIALS INC | 17.1% |
|
CARDINAL HEALTH INC | 17.0% |
|
LAM RESEARCH CORP | 16.6% |
|
ROYALTY PHARMA PLC CLASS A | 16.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 16.0% |
GFLW Underweight Relative to CIBR
|
CISCO SYSTEMS INC | -7.8% |
|
OKTA, INC. CLASS A | -4.6% |
|
CLOUDFLARE INC CLASS A | -4.3% |
|
F5 NETWORKS INC | -3.6% |
|
NETAPP INC | -2.3% |
|
ACCENTURE PLC-CL A | -2.0% |
|
MICROSOFT CORP | -1.9% |
|
AKAMAI TECHNOLOGIES | -1.9% |
|
ALPHABET INC. CLASS A | -1.9% |
|
JFROG LTD. | -1.9% |