Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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% |