Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
WFH
40
HOLDINGS
39%
ALSO IN FCLD
FCLD
55
HOLDINGS
33%
ALSO IN WFH
SECTOR DRIFT (WFH minus FCLD)
OVERLAPPING HOLDINGS
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| Company | Weight in WFH |
Weight in FCLD |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 3.7% | 6.4% | 3.7% |
|
ATLASSIAN CORP. CLASS A | 3.5% | 3.3% | 3.3% |
|
DATADOG INC CLASS A | 2.8% | 3.0% | 2.8% |
|
MICROSOFT CORP | 2.7% | 5.7% | 2.7% |
|
SERVICENOW INC | 2.5% | 4.1% | 2.5% |
WFH Overweight Relative to FCLD
|
CLOUDFLARE INC CLASS A | 6.2% |
|
BROADCOM INC. | 4.9% |
 |
YY INC-ADR | 4.1% |
|
ZSCALER, INC. | 3.9% |
|
CYBERARK SOFTWARE LTD. | 3.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% |
|
ALPHABET INC. CLASS A | 3.4% |
|
META PLATFORMS INC | 3.3% |
|
MOMO INC SPONSORED ADR CLASS A | 3.1% |
|
CISCO SYSTEMS INC | 3.0% |
WFH Underweight Relative to FCLD
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -4.8% |
|
SNOWFLAKE, INC. CLASS A | -4.7% |
|
EQUINIX INC | -3.6% |
|
MICROSTRATEGY INC-CL A | -3.5% |
|
WESTERN DIGITAL CORP | -3.3% |
|
DIGITAL REALTY TRUST INC | -3.2% |
|
PURE STORAGE, INC. CLASS A | -3.1% |
|
MICROSOFT CORP | -3.0% |
|
ORACLE CORP | -2.6% |
|
MONGODB, INC. CLASS A | -2.6% |