Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
30.8%
% of FDN's 42 holdings also in WFH
32.4%
% of WFH's 41 holdings also in FDN
Overlap by Weight
Sector Drift (FDN 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 FDN |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 8.4% | 3.7% | 3.7% |
|
SALESFORCE.COM INC | 5.0% | 3.1% | 3.1% |
|
AMAZON.COM INC | 10.4% | 2.9% | 2.9% |
|
WORKDAY INC-CLASS A | 2.8% | 2.6% | 2.6% |
|
ALPHABET INC. CLASS A | 6.2% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
FDN Overweight Relative to WFH
|
AMAZON.COM INC | 7.5% |
|
ALPHABET INC. CLASS C | 5.3% |
|
NETFLIX INC | 5.0% |
|
META PLATFORMS INC | 4.8% |
|
ALPHABET INC. CLASS A | 4.0% |
|
PAYPAL HOLDINGS, INC. | 3.3% |
|
AIRBNB, INC. CLASS A | 3.1% |
|
ARISTA NETWORKS, INC. | 2.9% |
|
CISCO SYSTEMS INC | 2.8% |
|
SNOWFLAKE, INC. CLASS A | 2.5% |
FDN Underweight Relative to WFH
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -4.1% |
|
BROADCOM INC. | -3.5% |
|
CYBERARK SOFTWARE LTD. | -3.4% |
|
ZSCALER, INC. | -3.0% |
|
MARVELL TECHNOLOGY, INC. | -3.0% |
|
PEGASYSTEMS INC | -3.0% |
|
NETAPP INC | -2.9% |
|
SERVICENOW INC | -2.8% |
|
INTL BUSINESS MACHINES CORP | -2.8% |
|
MICROSOFT CORP | -2.7% |