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

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Company Weight
in SKYY
Weight
in WFH
Overlap
ORACLE CORP 6.2% 3.7% 3.7%
ALPHABET INC. CLASS A 4.7% 3.4% 3.4%
CLOUDFLARE INC CLASS A 3.1% 6.2% 3.1%
AMAZON.COM INC 3.9% 3.0% 3.0%
INTL BUSINESS MACHINES CORP 3.4% 2.7% 2.7%
SKYY Overweight Relative to WFH
ARISTA NETWORKS, INC. 5.6%
PURE STORAGE, INC. CLASS A 5.4%
MONGODB, INC. CLASS A 5.1%
NUTANIX, INC. CLASS A 3.6%
APPLOVIN CORP. CLASS A 2.6%
LUMEN TECHNOLOGIES, INC. 2.5%
HEWLETT PACKARD ENTERPRISE CO. 2.5%
ORACLE CORP 2.4%
AKAMAI TECHNOLOGIES 2.4%
SHOPIFY, INC. CLASS A 2.3%
SKYY Underweight Relative to WFH
BROADCOM INC. -4.9%
YY INC-ADR -4.1%
CYBERARK SOFTWARE LTD. -3.8%
ZSCALER, INC. -3.3%
META PLATFORMS INC -3.3%
CLOUDFLARE INC CLASS A -3.1%
MOMO INC SPONSORED ADR CLASS A -3.1%
CROWDSTRIKE HOLDINGS, INC. CLASS A -3.1%
SYNNEX CORP -2.9%
OKTA, INC. CLASS A -2.7%
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