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
16
Number of overlapping holdings
32.0%
% of DRUP's 50 holdings also in WFH
42.1%
% of WFH's 40 holdings also in DRUP
Overlap by Weight
Sector Drift (DRUP minus WFH)
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 DRUP |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 4.8% | 2.9% | 2.9% |
|
META PLATFORMS INC | 6.8% | 2.7% | 2.7% |
|
SALESFORCE.COM INC | 3.5% | 2.6% | 2.6% |
|
ALPHABET INC. CLASS A | 4.9% | 2.5% | 2.5% |
|
SERVICENOW INC | 2.5% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DRUP Overweight Relative to WFH
|
MICROSOFT CORP | 7.1% |
|
META PLATFORMS INC | 4.1% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
ALPHABET INC. CLASS A | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
DRUP Underweight Relative to WFH
|
ATLASSIAN CORP. CLASS A | -3.5% |
|
OKTA, INC. CLASS A | -3.4% |
 |
YY INC-ADR | -3.2% |
|
DOCUSIGN, INC. | -3.1% |
|
CISCO SYSTEMS INC | -2.9% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
MOMO INC SPONSORED ADR CLASS A | -2.8% |
|
CYBERARK SOFTWARE LTD. | -2.7% |
|
ALTICE USA, INC. CLASS A | -2.7% |
|
AMAZON.COM INC | -2.6% |