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
29%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
34%
ALSO IN FCLD
FCLD
63
HOLDINGS
37%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus FCLD)
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 CLOD |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.2% | 4.1% | 4.1% |
|
SALESFORCE.COM INC | 6.2% | 3.7% | 3.7% |
|
SNOWFLAKE, INC. CLASS A | 4.0% | 3.4% | 3.4% |
|
SERVICENOW INC | 5.1% | 3.3% | 3.3% |
|
APPLOVIN CORP. CLASS A | 2.5% | 3.8% | 2.5% |
CLOD Overweight Relative to FCLD
 |
SAP AG | 5.5% |
|
ORACLE CORP | 4.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.5% |
|
PALO ALTO NETWORKS INC | 4.2% |
|
ALPHABET INC. CLASS A | 3.7% |
|
ADOBE SYSTEMS INC | 3.7% |
|
FORTINET INC | 3.4% |
 |
MERCADOLIBRE INC | 3.3% |
|
CLOUDFLARE INC CLASS A | 3.1% |
|
INTUIT INC | 3.1% |
CLOD Underweight Relative to FCLD
|
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% |