Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
59%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
CLOD
50
HOLDINGS
50%
ALSO IN IGV
IGV
111
HOLDINGS
24%
ALSO IN CLOD
SECTOR DRIFT (CLOD minus IGV)
OVERLAPPING HOLDINGS
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| Company | Weight in CLOD |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 5.8% | 5.8% | 5.8% |
|
PALO ALTO NETWORKS INC | 5.5% | 7.4% | 5.5% |
|
ORACLE CORP | 5.3% | 9.6% | 5.3% |
|
APPLOVIN CORP. CLASS A | 5.0% | 5.1% | 5.0% |
|
MICROSOFT CORP | 3.8% | 7.5% | 3.8% |
CLOD Overweight Relative to IGV
|
ALPHABET INC. CLASS A | 3.9% |
 |
SAP AG | 3.8% |
|
AMAZON.COM INC | 3.6% |
|
SNOWFLAKE, INC. CLASS A | 2.9% |
|
CLOUDFLARE INC CLASS A | 2.9% |
 |
MERCADOLIBRE INC | 2.8% |
 |
PROSUS N.V. CLASS N | 2.1% |
|
NEBIUS GROUP NV | 1.7% |
|
PAYCHEX INC | 1.2% |
|
TWILIO, INC. CLASS A | 1.2% |
CLOD Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -6.5% |
|
ORACLE CORP | -4.3% |
|
MICROSOFT CORP | -3.7% |
|
SALESFORCE.COM INC | -2.2% |
|
PALO ALTO NETWORKS INC | -1.9% |
|
ELECTRONIC ARTS INC | -1.6% |
|
TAKE-TWO INTERACTIVE SOFTWRE | -1.3% |
|
ROPER TECHNOLOGIES, INC. | -1.2% |
|
FAIR ISAAC CORP | -0.9% |
|
ATLASSIAN CORP. CLASS A | -0.6% |