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 40 holdings also in SKYY
39.7%
% of SKYY's 62 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus SKYY)
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 SKYY |
Overlap | |
|---|---|---|---|---|
 |
INTL BUSINESS MACHINES CORP | 2.9% | 4.4% | 2.9% |
|
CISCO SYSTEMS INC | 2.9% | 2.9% | 2.9% |
|
AMAZON.COM INC | 2.6% | 4.1% | 2.6% |
|
ALPHABET INC. CLASS A | 2.5% | 4.1% | 2.5% |
|
ORACLE CORP | 2.5% | 3.8% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to SKYY
|
OKTA, INC. CLASS A | 3.4% |
 |
YY INC-ADR | 3.2% |
|
FORTINET INC | 3.0% |
|
BROADCOM INC. | 2.9% |
|
MOMO INC SPONSORED ADR CLASS A | 2.8% |
|
META PLATFORMS INC | 2.7% |
|
CYBERARK SOFTWARE LTD. | 2.7% |
|
ALTICE USA, INC. CLASS A | 2.7% |
|
PEGASYSTEMS INC | 2.5% |
|
SYNNEX CORP | 2.5% |
WFH Underweight Relative to SKYY
|
NUTANIX, INC. CLASS A | -4.2% |
|
PURE STORAGE, INC. CLASS A | -4.0% |
|
ARISTA NETWORKS, INC. | -3.8% |
|
AKAMAI TECHNOLOGIES | -3.0% |
|
MONGODB, INC. CLASS A | -2.5% |
|
MICROSOFT CORP | -2.1% |
|
LUMEN TECHNOLOGIES, INC. | -2.1% |
|
WORKIVA, INC. CLASS A | -2.0% |
|
DELL TECHNOLOGIES INC CLASS C | -2.0% |
 |
SHOPIFY, INC. CLASS A | -2.0% |