Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
52.6%
% of WFH's 40 holdings also in CLOD
41.7%
% of CLOD's 48 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus CLOD)
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 WFH |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% | 4.2% | 2.9% |
|
FORTINET INC | 3.0% | 2.9% | 2.9% |
|
AMAZON.COM INC | 2.6% | 3.9% | 2.6% |
|
SALESFORCE.COM INC | 2.6% | 3.8% | 2.6% |
|
ALPHABET INC. CLASS A | 2.5% | 3.9% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to CLOD
 |
YY INC-ADR | 3.2% |
|
CISCO SYSTEMS INC | 2.9% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
BROADCOM INC. | 2.9% |
|
MOMO INC SPONSORED ADR CLASS A | 2.8% |
|
META PLATFORMS INC | 2.7% |
|
ALTICE USA, INC. CLASS A | 2.7% |
|
OKTA, INC. CLASS A | 2.6% |
|
PEGASYSTEMS INC | 2.5% |
|
SYNNEX CORP | 2.5% |
WFH Underweight Relative to CLOD
 |
SAP AG | -5.1% |
 |
MERCADOLIBRE INC | -4.7% |
|
INTUIT INC | -4.7% |
|
CADENCE DESIGN SYS INC | -3.4% |
|
MICROSTRATEGY INC-CL A | -3.4% |
|
SYNOPSYS INC | -3.1% |
 |
PROSUS N.V. CLASS N | -2.8% |
|
AUTODESK INC | -2.7% |
|
APPLOVIN CORP. CLASS A | -2.6% |
|
PALO ALTO NETWORKS INC | -2.5% |