Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
55.1%
% of CLOD's 49 holdings also in IGV
27.0%
% of IGV's 112 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 | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 4.8% | 9.8% | 4.8% |
|
SERVICENOW INC | 4.8% | 7.5% | 4.8% |
|
PALO ALTO NETWORKS INC | 8.6% | 4.2% | 4.2% |
|
MICROSOFT CORP | 4.2% | 7.3% | 4.2% |
|
ORACLE CORP | 3.9% | 7.5% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to IGV
|
AMAZON.COM INC | 4.8% |
|
ALPHABET INC. CLASS A | 4.6% |
 |
SAP AG | 4.4% |
|
PALO ALTO NETWORKS INC | 4.3% |
 |
MERCADOLIBRE INC | 3.5% |
 |
PROSUS N.V. CLASS N | 2.5% |
|
SNOWFLAKE, INC. CLASS A | 2.3% |
|
ATLASSIAN CORP. CLASS A | 1.9% |
|
CLOUDFLARE INC CLASS A | 1.5% |
|
GODADDY, INC. CLASS A | 1.2% |
CLOD Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -5.2% |
|
SALESFORCE.COM INC | -5.0% |
|
ORACLE CORP | -3.6% |
|
MICROSOFT CORP | -3.2% |
|
SERVICENOW INC | -2.7% |
|
ROPER TECHNOLOGIES, INC. | -2.0% |
|
ADOBE SYSTEMS INC | -1.9% |
|
FAIR ISAAC CORP | -1.8% |
|
ELECTRONIC ARTS INC | -1.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -1.0% |