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
12
Number of overlapping holdings
31.6%
% of WFH's 40 holdings also in CLOU
32.4%
% of CLOU's 37 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus CLOU)
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 CLOU |
Overlap | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 3.0% | 4.5% | 3.0% |
|
HUBSPOT INC | 2.9% | 4.1% | 2.9% |
|
SALESFORCE.COM INC | 2.6% | 3.6% | 2.6% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 2.5% | 3.9% | 2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.5% | 2.8% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to CLOU
|
CLOUDFLARE INC CLASS A | 3.7% |
|
ATLASSIAN CORP. CLASS A | 3.5% |
|
OKTA, INC. CLASS A | 3.4% |
 |
YY INC-ADR | 3.2% |
|
DOCUSIGN, INC. | 3.1% |
|
FORTINET INC | 3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% |
|
CISCO SYSTEMS INC | 2.9% |
|
BROADCOM INC. | 2.9% |
|
MOMO INC SPONSORED ADR CLASS A | 2.8% |
WFH Underweight Relative to CLOU
|
SNOWFLAKE, INC. CLASS A | -5.1% |
 |
SHOPIFY, INC. CLASS A | -4.8% |
|
TWILIO, INC. CLASS A | -4.8% |
|
QUALYS INC | -4.2% |
|
PAYCOM SOFTWARE INC | -4.1% |
|
DROPBOX, INC. CLASS A | -4.0% |
|
PROCORE TECHNOLOGIES INC | -4.0% |
 |
WIX.COM LTD | -3.9% |
|
WORKIVA, INC. CLASS A | -3.6% |
|
SPS COMMERCE INC | -3.2% |