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
37%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
SKYY
62
HOLDINGS
40%
ALSO IN WFH
WFH
40
HOLDINGS
61%
ALSO IN SKYY
SECTOR DRIFT (SKYY 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 SKYY |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 3.0% | 3.7% | 3.0% |
|
INTL BUSINESS MACHINES CORP | 4.3% | 2.9% | 2.9% |
|
CISCO SYSTEMS INC | 2.8% | 2.9% | 2.8% |
|
AMAZON.COM INC | 4.2% | 2.6% | 2.6% |
|
ALPHABET INC. CLASS A | 4.0% | 2.5% | 2.5% |
SKYY Overweight Relative to WFH
|
ARISTA NETWORKS, INC. | 4.4% |
|
PURE STORAGE, INC. CLASS A | 4.0% |
|
NUTANIX, INC. CLASS A | 3.8% |
|
MONGODB, INC. CLASS A | 3.6% |
|
AKAMAI TECHNOLOGIES | 2.7% |
|
ORACLE CORP | 2.4% |
|
DELL TECHNOLOGIES INC CLASS C | 2.2% |
|
LUMEN TECHNOLOGIES, INC. | 2.1% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.1% |
 |
SHOPIFY, INC. CLASS A | 2.1% |
SKYY Underweight Relative to WFH
|
OKTA, INC. CLASS A | -3.4% |
 |
YY INC-ADR | -3.2% |
|
FORTINET INC | -3.0% |
|
BROADCOM INC. | -2.9% |
|
MOMO INC SPONSORED ADR CLASS A | -2.8% |
|
META PLATFORMS INC | -2.7% |
|
CYBERARK SOFTWARE LTD. | -2.7% |
|
ALTICE USA, INC. CLASS A | -2.7% |
|
DOCUSIGN, INC. | -2.6% |
|
PEGASYSTEMS INC | -2.5% |