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
16
Number of overlapping holdings
43.2%
% of WFH's 41 holdings also in CLOD
33.3%
% of CLOD's 49 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus CLOD)
Overlapping Holdings
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| Company | Weight in WFH |
Weight in CLOD |
Overlap | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.1% | 3.7% | 3.7% |
|
SALESFORCE.COM INC | 3.1% | 4.3% | 3.1% |
|
AMAZON.COM INC | 2.9% | 4.7% | 2.9% |
|
SERVICENOW INC | 2.8% | 4.4% | 2.8% |
|
MICROSOFT CORP | 2.7% | 4.5% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to CLOD
|
META PLATFORMS INC | 3.7% |
|
BROADCOM INC. | 3.5% |
|
MARVELL TECHNOLOGY, INC. | 3.0% |
|
PEGASYSTEMS INC | 3.0% |
|
NETAPP INC | 2.9% |
|
CYBERARK SOFTWARE LTD. | 2.9% |
|
INTL BUSINESS MACHINES CORP | 2.8% |
|
VERIZON COMMUNICATIONS INC | 2.6% |
|
XEROX CORP | 2.5% |
|
CLOUDFLARE INC CLASS A | 2.3% |
WFH Underweight Relative to CLOD
|
INTUIT INC | -4.6% |
 |
SAP AG | -4.4% |
|
SYNOPSYS INC | -4.4% |
|
CADENCE DESIGN SYS INC | -4.1% |
 |
MERCADOLIBRE INC | -4.0% |
 |
PROSUS N.V. CLASS N | -2.9% |
|
ALPHABET INC. CLASS A | -2.8% |
|
SNOWFLAKE, INC. CLASS A | -2.6% |
|
AUTODESK INC | -2.4% |
|
PALO ALTO NETWORKS INC | -2.3% |