Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
48.7%
% of WFH's 41 holdings also in CLOD
38.8%
% of CLOD's 49 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus CLOD)
Overlapping Holdings
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| Company | Weight in WFH |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 2.8% | 4.6% | 2.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% | 3.7% | 2.8% |
|
SERVICENOW INC | 2.7% | 4.7% | 2.7% |
|
AMAZON.COM INC | 2.7% | 4.9% | 2.7% |
|
FORTINET INC | 2.6% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to CLOD
|
DOCUSIGN, INC. | 3.4% |
|
MARVELL TECHNOLOGY, INC. | 3.3% |
|
BROADCOM INC. | 3.2% |
|
PEGASYSTEMS INC | 2.9% |
|
RINGCENTRAL, INC. CLASS A | 2.6% |
 |
YY INC-ADR | 2.5% |
|
MOMO INC SPONSORED ADR CLASS A | 2.5% |
|
CISCO SYSTEMS INC | 2.5% |
|
SMARTSHEET, INC. CLASS A | 2.4% |
|
ALTICE USA, INC. CLASS A | 2.4% |
WFH Underweight Relative to CLOD
 |
SAP AG | -4.6% |
|
INTUIT INC | -4.2% |
|
CADENCE DESIGN SYS INC | -3.7% |
 |
MERCADOLIBRE INC | -3.6% |
|
SYNOPSYS INC | -3.4% |
|
APPLOVIN CORP. CLASS A | -3.2% |
|
AUTODESK INC | -2.7% |
|
MICROSTRATEGY INC-CL A | -2.7% |
|
ALPHABET INC. CLASS A | -2.4% |
|
SNOWFLAKE, INC. CLASS A | -2.4% |