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
22%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
CLOD
49
HOLDINGS
20%
ALSO IN LRNZ
LRNZ
21
HOLDINGS
43%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus LRNZ)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in LRNZ |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 5.0% | 5.0% | 5.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.4% | 11.4% | 4.4% |
|
SERVICENOW INC | 4.1% | 3.3% | 3.3% |
|
SNOWFLAKE, INC. CLASS A | 2.6% | 7.2% | 2.6% |
|
CLOUDFLARE INC CLASS A | 2.5% | 11.4% | 2.5% |
CLOD Overweight Relative to LRNZ
|
ALPHABET INC. CLASS A | 5.5% |
 |
SAP AG | 4.7% |
|
MICROSOFT CORP | 4.6% |
|
ADOBE SYSTEMS INC | 4.4% |
|
PALO ALTO NETWORKS INC | 4.4% |
|
ORACLE CORP | 4.3% |
|
SALESFORCE.COM INC | 4.2% |
 |
MERCADOLIBRE INC | 4.0% |
|
APPLOVIN CORP. CLASS A | 3.9% |
|
CADENCE DESIGN SYS INC | 3.9% |
CLOD Underweight Relative to LRNZ
|
NVIDIA CORP | -9.6% |
|
CLOUDFLARE INC CLASS A | -8.8% |
|
SAMSARA, INC. CLASS A | -7.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -7.0% |
|
ZSCALER, INC. | -4.8% |
|
ELASTIC NV | -4.7% |
|
SNOWFLAKE, INC. CLASS A | -4.7% |
|
ELI LILLY & CO | -3.6% |
|
NATERA INC | -3.5% |
 |
ARM HOLDINGS PLC | -3.3% |