Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
10%
ALSO IN LOUP
LOUP
28
HOLDINGS
18%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus LOUP)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in LOUP |
Overlap | |
|---|---|---|---|---|
 |
APPLOVIN CORP. CLASS A | 5.5% | 5.2% | 5.2% |
|
SNOWFLAKE, INC. CLASS A | 3.1% | 4.6% | 3.1% |
|
DATADOG INC CLASS A | 2.9% | 3.4% | 2.9% |
 |
MERCADOLIBRE INC | 3.0% | 2.8% | 2.8% |
|
RAMBUS INC | 0.5% | 3.1% | 0.5% |
CLOD Overweight Relative to LOUP
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 6.3% |
|
PALO ALTO NETWORKS INC | 5.7% |
|
ORACLE CORP | 5.6% |
|
SERVICENOW INC | 4.7% |
|
MICROSOFT CORP | 4.1% |
|
ALPHABET INC. CLASS A | 4.1% |
|
AMAZON.COM INC | 3.9% |
 |
SAP AG | 3.8% |
|
SALESFORCE.COM INC | 3.8% |
|
CADENCE DESIGN SYS INC | 3.8% |
CLOD Underweight Relative to LOUP
|
REDDIT INC-CL A | -4.5% |
|
ROBLOX CORP. CLASS A | -4.5% |
 |
BE SEMICONDUCTOR INDUSTRIES | -4.3% |
 |
RESEARCH IN MOTION | -3.9% |
|
RUBRIK INC-A | -3.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -3.4% |
|
MERCURY COMPUTER SYSTEMS INC | -3.4% |
|
AEROVIRONMENT INC | -3.4% |
|
MARVELL TECHNOLOGY, INC. | -3.3% |
|
ATLASSIAN CORP. CLASS A | -3.2% |