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
19
Number of overlapping holdings
48.7%
% of WFH's 40 holdings also in IGV
17.4%
% of IGV's 119 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus IGV)
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 IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.9% | 8.8% | 2.9% |
|
ADOBE SYSTEMS INC | 2.8% | 8.4% | 2.8% |
|
SALESFORCE.COM INC | 2.8% | 10.3% | 2.8% |
|
SERVICENOW INC | 2.6% | 4.9% | 2.6% |
|
PALO ALTO NETWORKS INC | 2.6% | 3.2% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to IGV
|
OKTA, INC. CLASS A | 3.0% |
|
META PLATFORMS INC | 2.9% |
|
ALPHABET INC. CLASS A | 2.8% |
|
AMAZON.COM INC | 2.7% |
|
BROADCOM INC. | 2.7% |
|
CISCO SYSTEMS INC | 2.6% |
|
SPRINKLR, INC. CLASS A | 2.5% |
|
PEGASYSTEMS INC | 2.5% |
|
ATLASSIAN CORP. PLC CLASS A | 2.5% |
|
CYBERARK SOFTWARE LTD. | 2.5% |
WFH Underweight Relative to IGV
|
SALESFORCE.COM INC | -7.5% |
|
INTUIT INC | -6.5% |
|
MICROSOFT CORP | -5.9% |
|
ADOBE SYSTEMS INC | -5.6% |
|
ORACLE CORP | -4.8% |
|
SYNOPSYS INC | -3.2% |
|
CADENCE DESIGN SYS INC | -3.2% |
|
ACTIVISION BLIZZARD INC | -3.1% |
|
ROPER INDUSTRIES INC | -2.5% |
|
AUTODESK INC | -2.4% |