Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
39.5%
% of WFH's 40 holdings also in FCLD
32.6%
% of FCLD's 55 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus FCLD)
Overlapping Holdings
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| Company | Weight in WFH |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
ATLASSIAN CORP. CLASS A | 3.5% | 3.3% | 3.3% |
|
HUBSPOT INC | 2.9% | 2.7% | 2.7% |
|
SALESFORCE.COM INC | 2.6% | 4.0% | 2.6% |
|
ORACLE CORP | 2.5% | 4.2% | 2.5% |
|
SERVICENOW INC | 2.3% | 3.8% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to FCLD
|
CLOUDFLARE INC CLASS A | 3.7% |
|
OKTA, INC. CLASS A | 3.4% |
 |
YY INC-ADR | 3.2% |
|
ZSCALER, INC. | 3.0% |
|
FORTINET INC | 3.0% |
|
CISCO SYSTEMS INC | 2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
BROADCOM INC. | 2.9% |
|
MOMO INC SPONSORED ADR CLASS A | 2.8% |
WFH Underweight Relative to FCLD
|
EQUINIX INC | -4.0% |
|
SNOWFLAKE, INC. CLASS A | -3.3% |
|
MICROSTRATEGY INC-CL A | -3.0% |
|
DIGITAL REALTY TRUST INC | -2.9% |
|
NUTANIX, INC. CLASS A | -2.4% |
|
MICROSOFT CORP | -2.4% |
|
TWILIO, INC. CLASS A | -2.3% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.2% |
|
DYNATRACE, INC. | -2.1% |
|
21VIANET GROUP, INC. SPONSORED ADR C | -1.9% |