Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
56%
ALSO IN XSW
XSW
124
HOLDINGS
23%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus XSW)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in XSW |
Overlap | |
|---|---|---|---|---|
 |
ATLASSIAN CORP. CLASS A | 1.0% | 1.3% | 1.0% |
|
SALESFORCE.COM INC | 6.2% | 0.9% | 0.9% |
|
WORKDAY INC-CLASS A | 1.4% | 0.9% | 0.9% |
|
SERVICENOW INC | 5.1% | 0.8% | 0.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.5% | 0.8% | 0.8% |
CLOD Overweight Relative to XSW
 |
SAP AG | 5.5% |
|
SALESFORCE.COM INC | 5.3% |
|
MICROSOFT CORP | 4.4% |
|
SERVICENOW INC | 4.3% |
|
AMAZON.COM INC | 4.3% |
|
ORACLE CORP | 4.0% |
|
SNOWFLAKE, INC. CLASS A | 4.0% |
|
ALPHABET INC. CLASS A | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.7% |
|
PALO ALTO NETWORKS INC | 3.4% |
CLOD Underweight Relative to XSW
|
PORCH GROUP, INC. | -1.2% |
|
RINGCENTRAL, INC. CLASS A | -1.2% |
|
INTAPP, INC. | -1.1% |
|
GITLAB, INC. CLASS A | -1.1% |
|
YEXT, INC. | -1.1% |
|
BLACKBAUD INC | -1.0% |
|
NETSKOPE INC-CL A | -1.0% |
|
APPIAN CORPORATION CLASS A | -1.0% |
|
SPROUT SOCIAL INC CLASS A | -1.0% |
|
ON ASSIGNMENT INC | -1.0% |