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
23
Number of overlapping holdings
60.5%
% of WFH's 41 holdings also in SKYY
38.3%
% of SKYY's 64 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus SKYY)
Overlapping Holdings
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| Company | Weight in WFH |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 3.3% | 3.5% | 3.3% |
|
ORACLE CORP | 3.2% | 4.3% | 3.2% |
|
MICROSOFT CORP | 2.7% | 3.3% | 2.7% |
|
AMAZON.COM INC | 2.7% | 3.7% | 2.7% |
|
INTL BUSINESS MACHINES CORP | 2.5% | 3.3% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to SKYY
|
8X8, INC. | 3.1% |
|
BROADCOM INC. | 2.9% |
|
SYNNEX CORP | 2.9% |
 |
YY INC-ADR | 2.7% |
|
PEGASYSTEMS INC | 2.7% |
|
VERIZON COMMUNICATIONS INC | 2.6% |
|
CYBERARK SOFTWARE LTD. | 2.5% |
|
MOMO INC SPONSORED ADR CLASS A | 2.5% |
|
PALO ALTO NETWORKS INC | 2.4% |
|
NETSCOUT SYSTEMS INC | 2.4% |
WFH Underweight Relative to SKYY
|
APPLOVIN CORP. CLASS A | -5.1% |
|
LUMEN TECHNOLOGIES, INC. | -4.4% |
|
NUTANIX, INC. CLASS A | -3.6% |
|
ARISTA NETWORKS, INC. | -3.5% |
|
PURE STORAGE, INC. CLASS A | -3.1% |
|
MONGODB, INC. CLASS A | -2.6% |
|
TWILIO, INC. CLASS A | -2.5% |
 |
SHOPIFY, INC. CLASS A | -2.4% |
|
GITLAB, INC. CLASS A | -2.1% |
|
WORKIVA, INC. CLASS A | -1.9% |