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
31
Number of overlapping holdings
64.6%
% of CLOD's 48 holdings also in FXL
32.0%
% of FXL's 101 holdings also in CLOD
Overlap by Weight
Sector Drift (CLOD minus FXL)
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 FXL |
Overlap | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 1.6% | 1.6% | 1.6% |
|
APPLOVIN CORP. CLASS A | 2.8% | 1.5% | 1.5% |
|
FORTINET INC | 2.8% | 1.5% | 1.5% |
|
SERVICENOW INC | 3.7% | 1.4% | 1.4% |
|
ATLASSIAN CORP. CLASS A | 1.6% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to FXL
 |
SAP AG | 5.1% |
|
INTUIT INC | 4.6% |
|
ADOBE SYSTEMS INC | 4.5% |
 |
MERCADOLIBRE INC | 4.4% |
|
AMAZON.COM INC | 4.2% |
|
PALO ALTO NETWORKS INC | 4.1% |
|
MICROSOFT CORP | 4.0% |
|
ORACLE CORP | 3.2% |
|
SYNOPSYS INC | 3.1% |
|
ALPHABET INC. CLASS A | 3.0% |
CLOD Underweight Relative to FXL
|
CONCENTRIX CORPORATION | -2.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.1% |
|
DOORDASH, INC. CLASS A | -2.0% |
|
MICRON TECHNOLOGY INC | -1.9% |
|
CIRRUS LOGIC INC | -1.8% |
|
COGNIZANT TECH SOLUTIONS-A | -1.8% |
|
TOAST, INC. CLASS A | -1.7% |
|
ARROW ELECTRONICS INC | -1.7% |
|
TWILIO, INC. CLASS A | -1.7% |
|
AVNET INC | -1.7% |