Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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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% |