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
51%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
GFLW
102
HOLDINGS
21%
ALSO IN CLOD
CLOD
50
HOLDINGS
40%
ALSO IN GFLW
SECTOR DRIFT (GFLW minus CLOD)
OVERLAPPING HOLDINGS
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| Company | Weight in GFLW |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 9.4% | 5.7% | 5.7% |
|
PALO ALTO NETWORKS INC | 10.3% | 5.2% | 5.2% |
|
SERVICENOW INC | 4.3% | 5.0% | 4.3% |
|
SNOWFLAKE, INC. CLASS A | 5.0% | 4.2% | 4.2% |
|
SALESFORCE.COM INC | 4.1% | 5.4% | 4.1% |
GFLW Overweight Relative to CLOD
|
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 CLOD
 |
SAP AG | -5.6% |
|
MICROSOFT CORP | -5.5% |
|
AMAZON.COM INC | -4.2% |
|
ORACLE CORP | -4.0% |
|
CLOUDFLARE INC CLASS A | -3.9% |
|
ALPHABET INC. CLASS A | -3.8% |
|
SYNOPSYS INC | -3.3% |
 |
MERCADOLIBRE INC | -3.1% |
 |
PROSUS N.V. CLASS N | -1.8% |
|
STRATEGY INC | -1.7% |