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
43%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
42%
ALSO IN XDAT
XDAT
52
HOLDINGS
43%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus XDAT)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.4% | 5.7% | 5.4% |
|
MICROSOFT CORP | 5.6% | 4.9% | 4.9% |
|
PALO ALTO NETWORKS INC | 4.7% | 6.0% | 4.7% |
|
SNOWFLAKE, INC. CLASS A | 3.7% | 6.0% | 3.7% |
|
CLOUDFLARE INC CLASS A | 3.2% | 8.9% | 3.2% |
CLOD Overweight Relative to XDAT
 |
SAP AG | 6.4% |
|
SALESFORCE.COM INC | 5.0% |
|
AMAZON.COM INC | 4.0% |
|
ADOBE SYSTEMS INC | 3.6% |
|
INTUIT INC | 3.2% |
|
SYNOPSYS INC | 3.2% |
 |
MERCADOLIBRE INC | 2.7% |
|
CADENCE DESIGN SYS INC | 2.7% |
|
AUTODESK INC | 1.9% |
 |
PROSUS N.V. CLASS N | 1.7% |
CLOD Underweight Relative to XDAT
|
META PLATFORMS INC | -6.9% |
|
CLOUDFLARE INC CLASS A | -5.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.1% |
|
ALPHABET INC. CLASS A | -5.0% |
|
JFROG LTD. | -3.5% |
|
MONGODB, INC. CLASS A | -2.9% |
|
SNOWFLAKE, INC. CLASS A | -2.3% |
|
ARISTA NETWORKS, INC. | -2.3% |
|
UNITY SOFTWARE, INC. | -1.5% |
 |
DESCARTES SYSTEMS GRP/THE | -1.4% |