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
18
Number of overlapping holdings
48.6%
% of WFH's 41 holdings also in IGV
17.6%
% of IGV's 114 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus IGV)
Overlapping Holdings
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| Company | Weight in WFH |
Weight in IGV |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 3.1% | 8.3% | 3.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.1% | 2.9% | 2.9% |
|
SERVICENOW INC | 2.8% | 4.9% | 2.8% |
|
MICROSOFT CORP | 2.7% | 9.1% | 2.7% |
|
PALO ALTO NETWORKS INC | 2.7% | 4.0% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to IGV
|
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% |
|
NETAPP INC | 2.9% |
|
AMAZON.COM INC | 2.9% |
|
PEGASYSTEMS INC | 2.8% |
|
INTL BUSINESS MACHINES CORP | 2.8% |
|
OKTA, INC. CLASS A | 2.7% |
WFH Underweight Relative to IGV
|
INTUIT INC | -7.5% |
|
MICROSOFT CORP | -6.4% |
|
ORACLE CORP | -6.1% |
|
ADOBE SYSTEMS INC | -5.6% |
|
SALESFORCE.COM INC | -5.2% |
|
SYNOPSYS INC | -3.6% |
|
CADENCE DESIGN SYS INC | -3.5% |
|
ROPER TECHNOLOGIES, INC. | -2.6% |
|
AUTODESK INC | -2.1% |
|
SERVICENOW INC | -2.0% |