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
OVERLAP
30%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
32%
ALSO IN WFH
WFH
40
HOLDINGS
42%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus WFH)
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 DRUP |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 4.8% | 2.9% | 2.9% |
|
META PLATFORMS INC | 6.8% | 2.7% | 2.7% |
|
SALESFORCE.COM INC | 3.5% | 2.6% | 2.6% |
|
ALPHABET INC. CLASS A | 4.9% | 2.5% | 2.5% |
|
SERVICENOW INC | 2.5% | 2.3% | 2.3% |
DRUP Overweight Relative to WFH
|
MICROSOFT CORP | 7.1% |
|
META PLATFORMS INC | 4.1% |
|
JOHNSON & JOHNSON | 3.5% |
|
APPLIED MATERIALS INC | 2.8% |
|
QUALCOMM INC | 2.7% |
|
DANAHER CORP | 2.6% |
|
LAM RESEARCH CORP | 2.4% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
ALPHABET INC. CLASS A | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
DRUP Underweight Relative to WFH
|
ATLASSIAN CORP. CLASS A | -3.5% |
|
OKTA, INC. CLASS A | -3.4% |
 |
YY INC-ADR | -3.2% |
|
DOCUSIGN, INC. | -3.1% |
|
CISCO SYSTEMS INC | -2.9% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
MOMO INC SPONSORED ADR CLASS A | -2.8% |
|
CYBERARK SOFTWARE LTD. | -2.7% |
|
ALTICE USA, INC. CLASS A | -2.7% |
|
AMAZON.COM INC | -2.6% |