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

13
Number of overlapping holdings
34.2%
% of WFH's 41 holdings also in FCLD
27.7%
% of FCLD's 61 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 | |
---|---|---|---|---|
ORACLE CORP | 3.2% | 5.2% | 3.2% | |
SERVICENOW INC | 2.9% | 4.9% | 2.9% | |
MICROSOFT CORP | 2.7% | 4.4% | 2.7% | |
NETAPP INC | 3.1% | 2.4% | 2.4% | |
ATLASSIAN CORP. CLASS A | 2.3% | 2.6% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to FCLD
ALPHABET INC. CLASS A | 3.3% | |
8X8, INC. | 3.1% | |
PALO ALTO NETWORKS INC | 3.0% | |
SMARTSHEET, INC. CLASS A | 3.0% | |
BROADCOM INC. | 2.9% | |
SYNNEX CORP | 2.9% | |
DOCUSIGN, INC. | 2.7% | |
YY INC-ADR | 2.7% | |
AMAZON.COM INC | 2.7% | |
VERIZON COMMUNICATIONS INC | 2.6% |
WFH Underweight Relative to FCLD
INTUIT INC | -4.7% | |
EQUINIX INC | -3.3% | |
DIGITAL REALTY TRUST INC | -2.8% | |
DATADOG INC CLASS A | -2.7% | |
SNOWFLAKE, INC. CLASS A | -2.7% | |
SALESFORCE.COM INC | -2.6% | |
SUPER MICRO COMPUTER, INC. | -2.4% | |
MICROSTRATEGY INC-CL A | -2.4% | |
HEWLETT PACKARD ENTERPRISE CO. | -2.3% | |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.3% |