Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
36.8%
% of WFH's 41 holdings also in FDN
35.0%
% of FDN's 42 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus FDN)
Overlapping Holdings
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| Company | Weight in WFH |
Weight in FDN |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 3.3% | 5.4% | 3.3% |
|
AMAZON.COM INC | 2.7% | 9.6% | 2.7% |
|
CISCO SYSTEMS INC | 2.5% | 4.2% | 2.5% |
|
META PLATFORMS INC | 2.4% | 9.5% | 2.4% |
|
SALESFORCE.COM INC | 2.2% | 7.5% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to FDN
|
ORACLE CORP | 3.2% |
|
8X8, INC. | 3.1% |
|
NETAPP INC | 3.1% |
|
PALO ALTO NETWORKS INC | 3.0% |
|
BROADCOM INC. | 2.9% |
|
SYNNEX CORP | 2.9% |
|
SERVICENOW INC | 2.9% |
|
RINGCENTRAL, INC. CLASS A | 2.8% |
 |
YY INC-ADR | 2.7% |
|
MICROSOFT CORP | 2.7% |
WFH Underweight Relative to FDN
|
NETFLIX INC | -8.7% |
|
META PLATFORMS INC | -7.1% |
|
AMAZON.COM INC | -6.9% |
|
SALESFORCE.COM INC | -5.3% |
|
BOOKING HOLDINGS INC. | -4.8% |
|
ARISTA NETWORKS, INC. | -4.6% |
|
ALPHABET INC. CLASS C | -4.4% |
|
PAYPAL HOLDINGS INC | -4.2% |
|
DOORDASH, INC. CLASS A | -2.6% |
|
SNOWFLAKE, INC. CLASS A | -2.6% |