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
32%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
SKYY
64
HOLDINGS
41%
ALSO IN CLOD
CLOD
50
HOLDINGS
50%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus CLOD)
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 SKYY |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 3.5% | 3.9% | 3.5% |
|
ALPHABET INC. CLASS A | 3.5% | 4.0% | 3.5% |
|
MICROSOFT CORP | 3.4% | 3.9% | 3.4% |
|
CLOUDFLARE INC CLASS A | 3.0% | 3.5% | 3.0% |
|
ORACLE CORP | 2.2% | 3.4% | 2.2% |
SKYY Overweight Relative to CLOD
|
ARISTA NETWORKS, INC. | 4.1% |
|
NUTANIX, INC. CLASS A | 3.6% |
|
PANDORA MEDIA INC | 3.4% |
|
INTL BUSINESS MACHINES CORP | 2.8% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.7% |
|
CISCO SYSTEMS INC | 2.4% |
|
COREWEAVE INC-CL A | 2.2% |
|
FASTLY, INC. CLASS A | 2.1% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.1% |
|
GITLAB, INC. CLASS A | 2.0% |
SKYY Underweight Relative to CLOD
|
PALO ALTO NETWORKS INC | -7.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -6.8% |
|
FORTINET INC | -4.0% |
|
CADENCE DESIGN SYS INC | -3.6% |
 |
SAP AG | -3.6% |
 |
MERCADOLIBRE INC | -3.4% |
|
SYNOPSYS INC | -2.9% |
|
SNOWFLAKE, INC. CLASS A | -2.9% |
|
APPLOVIN CORP. CLASS A | -2.8% |
|
SERVICENOW INC | -2.6% |