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
17
Number of overlapping holdings
44.7%
% of WFH's 41 holdings also in IGV
16.7%
% 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 | |
|---|---|---|---|---|
 |
ORACLE CORP | 3.2% | 8.1% | 3.2% |
|
PALO ALTO NETWORKS INC | 3.0% | 4.4% | 3.0% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.1% | 2.9% | 2.9% |
|
MICROSOFT CORP | 2.9% | 8.1% | 2.9% |
|
SERVICENOW INC | 2.6% | 4.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to IGV
|
ALPHABET INC. CLASS A | 3.5% |
|
BROADCOM INC. | 3.4% |
|
SYNNEX CORP | 3.2% |
|
NETAPP INC | 3.2% |
|
AMAZON.COM INC | 2.8% |
|
META PLATFORMS INC | 2.7% |
|
VERIZON COMMUNICATIONS INC | 2.6% |
|
CYBERARK SOFTWARE LTD. | 2.6% |
|
CISCO SYSTEMS INC | 2.4% |
|
SMARTSHEET, INC. CLASS A | 2.4% |
WFH Underweight Relative to IGV
|
ADOBE SYSTEMS INC | -7.3% |
|
INTUIT INC | -7.2% |
|
SALESFORCE.COM INC | -6.9% |
|
MICROSOFT CORP | -5.2% |
|
ORACLE CORP | -4.9% |
|
SYNOPSYS INC | -3.6% |
|
CADENCE DESIGN SYS INC | -3.2% |
|
ROPER TECHNOLOGIES, INC. | -2.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.3% |
|
AUTODESK INC | -2.1% |