Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
34.7%
% of CLOD's 49 holdings also in INNO
26.2%
% of INNO's 68 holdings also in CLOD
Overlap by Weight
Sector Drift (CLOD minus INNO)
Overlapping Holdings
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| Company | Weight in CLOD |
Weight in INNO |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 4.8% | 4.0% | 4.0% |
 |
MERCADOLIBRE INC | 3.5% | 2.9% | 2.9% |
|
AMAZON.COM INC | 4.8% | 2.9% | 2.9% |
|
CADENCE DESIGN SYS INC | 3.6% | 2.6% | 2.6% |
|
MICROSOFT CORP | 4.2% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
CLOD Overweight Relative to INNO
|
PALO ALTO NETWORKS INC | 7.8% |
 |
SAP AG | 4.4% |
|
INTUIT INC | 4.2% |
|
ORACLE CORP | 3.9% |
|
ADOBE SYSTEMS INC | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.7% |
|
SYNOPSYS INC | 3.3% |
|
MICROSTRATEGY INC-CL A | 3.2% |
|
APPLOVIN CORP. CLASS A | 3.1% |
|
SALESFORCE.COM INC | 2.9% |
CLOD Underweight Relative to INNO
|
LAM RESEARCH CORP | -4.5% |
|
NVIDIA CORP | -3.9% |
|
ALPHABET INC. CLASS C | -3.7% |
|
PROGRESSIVE CORP | -3.2% |
|
DANAHER CORP | -3.2% |
|
TEXAS INSTRUMENTS INC | -3.1% |
 |
LINDE PLC | -2.9% |
|
UNITED RENTALS INC | -2.9% |
|
FISERV, INC. | -2.8% |
|
SHOPIFY, INC. CLASS A | -2.3% |