Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
54.2%
% of CLOD's 48 holdings also in IGV
25.7%
% of IGV's 116 holdings also in CLOD
Overlap by Weight
Sector Drift (CLOD minus IGV)
Overlapping Holdings
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| Company | Weight in CLOD |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
INTUIT INC | 4.6% | 4.5% | 4.5% |
|
ADOBE SYSTEMS INC | 4.5% | 6.1% | 4.5% |
|
MICROSOFT CORP | 4.3% | 8.4% | 4.3% |
|
PALO ALTO NETWORKS INC | 4.8% | 4.3% | 4.3% |
|
ORACLE CORP | 4.2% | 8.0% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to IGV
 |
SAP AG | 5.1% |
 |
MERCADOLIBRE INC | 4.4% |
|
AMAZON.COM INC | 4.2% |
|
ALPHABET INC. CLASS A | 3.9% |
 |
PROSUS N.V. CLASS N | 2.9% |
|
SNOWFLAKE, INC. CLASS A | 2.2% |
|
ATLASSIAN CORP. CLASS A | 1.6% |
|
CLOUDFLARE INC CLASS A | 1.6% |
 |
DASSAULT SYSTEMES SA | 1.2% |
|
GODADDY, INC. CLASS A | 1.1% |
CLOD Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.4% |
|
SALESFORCE.COM INC | -4.3% |
|
MICROSOFT CORP | -4.0% |
|
ORACLE CORP | -3.8% |
|
ROPER TECHNOLOGIES, INC. | -2.4% |
|
SERVICENOW INC | -2.3% |
|
FAIR ISAAC CORP | -1.7% |
|
ADOBE SYSTEMS INC | -1.7% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -1.3% |
|
ELECTRONIC ARTS INC | -1.3% |