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
15
Number of overlapping holdings
39.5%
% of WFH's 40 holdings also in FCLD
32.6%
% of FCLD's 54 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus FCLD)
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 FCLD |
Overlap | |
|---|---|---|---|---|
 |
ATLASSIAN CORP. CLASS A | 3.9% | 3.4% | 3.4% |
|
HUBSPOT INC | 3.3% | 3.1% | 3.1% |
|
SALESFORCE.COM INC | 2.6% | 4.1% | 2.6% |
|
ORACLE CORP | 2.5% | 4.2% | 2.5% |
|
DATADOG INC CLASS A | 2.4% | 2.5% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to FCLD
|
CLOUDFLARE INC CLASS A | 4.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.5% |
|
BROADCOM INC. | 3.0% |
|
MARVELL TECHNOLOGY, INC. | 3.0% |
|
CYBERARK SOFTWARE LTD. | 3.0% |
|
FORTINET INC | 2.9% |
|
META PLATFORMS INC | 2.9% |
|
ALTICE USA, INC. CLASS A | 2.7% |
 |
YY INC-ADR | 2.7% |
|
ZSCALER, INC. | 2.7% |
WFH Underweight Relative to FCLD
|
EQUINIX INC | -3.8% |
|
SNOWFLAKE, INC. CLASS A | -3.5% |
|
MICROSTRATEGY INC-CL A | -3.1% |
|
DIGITAL REALTY TRUST INC | -2.9% |
|
TWILIO, INC. CLASS A | -2.3% |
|
PURE STORAGE, INC. CLASS A | -2.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.3% |
|
WESTERN DIGITAL CORP | -2.2% |
|
MICROSOFT CORP | -2.2% |
|
DYNATRACE, INC. | -2.2% |