Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
35.0%
% of FDN's 42 holdings also in WFH
36.8%
% of WFH's 40 holdings also in FDN
Overlap by Weight
Sector Drift (FDN minus WFH)
Overlapping Holdings
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| Company | Weight in FDN |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 4.2% | 2.9% | 2.9% |
|
META PLATFORMS INC | 9.2% | 2.7% | 2.7% |
|
AMAZON.COM INC | 9.1% | 2.6% | 2.6% |
|
SALESFORCE.COM INC | 5.7% | 2.6% | 2.6% |
|
ALPHABET INC. CLASS A | 5.1% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
FDN Overweight Relative to WFH
|
NETFLIX INC | 10.6% |
|
AMAZON.COM INC | 6.5% |
|
META PLATFORMS INC | 6.4% |
|
BOOKING HOLDINGS INC. | 5.1% |
|
ARISTA NETWORKS, INC. | 4.4% |
|
ALPHABET INC. CLASS C | 4.2% |
|
DOORDASH, INC. CLASS A | 3.3% |
|
PAYPAL HOLDINGS INC | 3.1% |
|
SALESFORCE.COM INC | 3.1% |
|
ALPHABET INC. CLASS A | 2.6% |
FDN Underweight Relative to WFH
 |
YY INC-ADR | -3.2% |
|
ZSCALER, INC. | -3.0% |
|
FORTINET INC | -3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.9% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
BROADCOM INC. | -2.9% |
|
MOMO INC SPONSORED ADR CLASS A | -2.8% |
|
CYBERARK SOFTWARE LTD. | -2.7% |
|
ALTICE USA, INC. CLASS A | -2.7% |
|
SYNNEX CORP | -2.5% |