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
9
Number of overlapping holdings
23.1%
% of WFH's 41 holdings also in WCBR
42.9%
% of WCBR's 24 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus WCBR)
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 WCBR |
Overlap | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 2.9% | 6.0% | 2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% | 5.9% | 2.8% |
|
DATADOG INC CLASS A | 2.8% | 5.7% | 2.8% |
|
FORTINET INC | 2.6% | 5.5% | 2.6% |
|
ZSCALER, INC. | 2.4% | 4.7% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to WCBR
|
DOCUSIGN, INC. | 3.4% |
|
MARVELL TECHNOLOGY, INC. | 3.3% |
|
ATLASSIAN CORP. CLASS A | 3.2% |
|
BROADCOM INC. | 3.2% |
|
HUBSPOT INC | 3.0% |
|
PEGASYSTEMS INC | 2.9% |
|
SALESFORCE.COM INC | 2.8% |
|
SERVICENOW INC | 2.7% |
|
AMAZON.COM INC | 2.7% |
|
RINGCENTRAL, INC. CLASS A | 2.6% |
WFH Underweight Relative to WCBR
|
ELASTIC NV | -5.9% |
|
RAPID7 INC | -5.2% |
|
TENABLE HOLDINGS, INC. | -4.3% |
|
F5 NETWORKS INC | -4.0% |
|
FASTLY, INC. CLASS A | -3.7% |
|
QUALYS INC | -3.6% |
|
COMMVAULT SYSTEMS INC | -3.4% |
|
AKAMAI TECHNOLOGIES | -3.2% |
 |
CHECK POINT SOFTWARE TECH | -3.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.1% |