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
33%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
50%
ALSO IN SKYY
SKYY
63
HOLDINGS
42%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 5.6% | 4.4% | 4.4% |
|
AMAZON.COM INC | 3.9% | 3.6% | 3.6% |
|
ALPHABET INC. CLASS A | 4.1% | 3.4% | 3.4% |
|
MICROSOFT CORP | 4.1% | 3.2% | 3.2% |
|
CLOUDFLARE INC CLASS A | 2.8% | 2.6% | 2.6% |
CLOD Overweight Relative to SKYY
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.4% |
|
PALO ALTO NETWORKS INC | 4.8% |
 |
SAP AG | 3.8% |
|
CADENCE DESIGN SYS INC | 3.8% |
|
APPLOVIN CORP. CLASS A | 3.5% |
|
SYNOPSYS INC | 3.3% |
|
FORTINET INC | 3.2% |
|
SERVICENOW INC | 3.1% |
 |
MERCADOLIBRE INC | 3.0% |
|
INTUIT INC | 2.8% |
CLOD Underweight Relative to SKYY
|
DIGITALOCEAN HOLDINGS, INC. | -5.0% |
|
DELL TECHNOLOGIES INC CLASS C | -4.0% |
|
LUMEN TECHNOLOGIES, INC. | -3.6% |
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
PANDORA MEDIA INC | -3.5% |
|
NUTANIX, INC. CLASS A | -3.4% |
|
ARISTA NETWORKS, INC. | -3.4% |
|
COREWEAVE INC-CL A | -3.2% |
|
CISCO SYSTEMS INC | -2.8% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.8% |