Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
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% | 4.9% | 4.8% |
|
ALPHABET INC. CLASS A | 4.9% | 3.4% | 3.4% |
|
META PLATFORMS INC | 6.8% | 3.3% | 3.3% |
|
MICROSOFT CORP | 9.2% | 2.7% | 2.7% |
|
SERVICENOW INC | 2.5% | 2.5% | 2.5% |
DRUP Overweight Relative to WFH
|
MICROSOFT CORP | 6.5% |
|
META PLATFORMS INC | 3.5% |
|
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% |
|
TEXAS INSTRUMENTS INC | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% |
DRUP Underweight Relative to WFH
|
CLOUDFLARE INC CLASS A | -5.1% |
 |
YY INC-ADR | -4.1% |
|
CYBERARK SOFTWARE LTD. | -3.8% |
|
ORACLE CORP | -3.7% |
|
ATLASSIAN CORP. CLASS A | -3.5% |
|
DOCUSIGN, INC. | -3.1% |
|
MOMO INC SPONSORED ADR CLASS A | -3.1% |
|
CISCO SYSTEMS INC | -3.0% |
|
AMAZON.COM INC | -3.0% |
|
ZSCALER, INC. | -3.0% |