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
13
Number of overlapping holdings
27.1%
% of CLOD's 48 holdings also in CLOU
35.1%
% of CLOU's 37 holdings also in CLOD
Overlap by Weight
Sector Drift (CLOD minus CLOU)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CLOD |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 4.0% | 3.6% | 3.6% |
|
SERVICENOW INC | 3.7% | 3.3% | 3.3% |
|
WORKDAY INC-CLASS A | 2.4% | 4.0% | 2.4% |
|
SNOWFLAKE, INC. CLASS A | 2.2% | 5.1% | 2.2% |
|
AMAZON.COM INC | 4.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to CLOU
 |
SAP AG | 5.1% |
|
PALO ALTO NETWORKS INC | 4.8% |
|
INTUIT INC | 4.6% |
|
ADOBE SYSTEMS INC | 4.5% |
 |
MERCADOLIBRE INC | 4.4% |
|
ORACLE CORP | 4.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.8% |
|
CADENCE DESIGN SYS INC | 3.3% |
|
SYNOPSYS INC | 3.1% |
|
MICROSTRATEGY INC-CL A | 3.0% |
CLOD Underweight Relative to CLOU
 |
SHOPIFY, INC. CLASS A | -4.8% |
|
TWILIO, INC. CLASS A | -4.8% |
|
QUALYS INC | -4.2% |
|
PAYCOM SOFTWARE INC | -4.1% |
|
PROCORE TECHNOLOGIES INC | -4.0% |
|
BOX, INC. CLASS A | -3.8% |
|
DROPBOX, INC. CLASS A | -3.7% |
|
WORKIVA, INC. CLASS A | -3.6% |
|
ZSCALER, INC. | -3.6% |
 |
WIX.COM LTD | -3.5% |