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
14
Number of overlapping holdings
36.8%
% of WFH's 41 holdings also in FDN
35.0%
% of FDN's 42 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus FDN)
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 FDN |
Overlap | |
---|---|---|---|---|
ALPHABET INC. CLASS A | 3.3% | 5.0% | 3.3% | |
AMAZON.COM INC | 2.7% | 9.2% | 2.7% | |
CISCO SYSTEMS INC | 2.5% | 4.4% | 2.5% | |
META PLATFORMS INC | 2.4% | 9.2% | 2.4% | |
SALESFORCE.COM INC | 2.2% | 7.3% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to FDN
ORACLE CORP | 3.2% | |
8X8, INC. | 3.1% | |
NETAPP INC | 3.1% | |
PALO ALTO NETWORKS INC | 3.0% | |
BROADCOM INC. | 2.9% | |
SYNNEX CORP | 2.9% | |
SERVICENOW INC | 2.9% | |
RINGCENTRAL, INC. CLASS A | 2.8% | |
YY INC-ADR | 2.7% | |
MICROSOFT CORP | 2.7% |
WFH Underweight Relative to FDN
NETFLIX INC | -8.8% | |
META PLATFORMS INC | -6.8% | |
AMAZON.COM INC | -6.5% | |
SALESFORCE.COM INC | -5.1% | |
BOOKING HOLDINGS INC. | -5.0% | |
ARISTA NETWORKS, INC. | -4.4% | |
PAYPAL HOLDINGS INC | -4.2% | |
ALPHABET INC. CLASS C | -4.2% | |
SNOWFLAKE, INC. CLASS A | -2.9% | |
DOORDASH, INC. CLASS A | -2.9% |