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
10
Number of overlapping holdings
27.0%
% of WFH's 41 holdings also in CLOU
27.8%
% of CLOU's 36 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus CLOU)
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 WFH |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.1% | 4.9% | 3.1% |
|
ZSCALER, INC. | 3.0% | 3.9% | 3.0% |
|
WORKDAY INC-CLASS A | 2.6% | 4.2% | 2.6% |
|
AMAZON.COM INC | 2.9% | 2.2% | 2.2% |
|
BOX, INC. CLASS A | 2.2% | 3.7% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to CLOU
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.1% |
|
META PLATFORMS INC | 3.7% |
|
BROADCOM INC. | 3.5% |
|
CLOUDFLARE INC CLASS A | 3.4% |
|
CYBERARK SOFTWARE LTD. | 3.4% |
|
MARVELL TECHNOLOGY, INC. | 3.0% |
|
PEGASYSTEMS INC | 3.0% |
|
NETAPP INC | 2.9% |
|
SERVICENOW INC | 2.8% |
|
OKTA, INC. CLASS A | 2.7% |
WFH Underweight Relative to CLOU
 |
WIX.COM LTD | -5.6% |
|
PROCORE TECHNOLOGIES INC | -5.2% |
|
DIGITALOCEAN HOLDINGS, INC. | -5.0% |
|
NETFLIX INC | -5.0% |
 |
SHOPIFY, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.1% |
|
TWILIO, INC. CLASS A | -3.9% |
|
SPS COMMERCE INC | -3.7% |
|
DIGITAL REALTY TRUST INC | -3.7% |
|
QUALYS INC | -3.6% |