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
47.4%
% of WFH's 40 holdings also in IGV
17.8%
% of IGV's 115 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 | |
|---|---|---|---|---|
 |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% | 3.7% | 2.9% |
|
SALESFORCE.COM INC | 2.6% | 7.6% | 2.6% |
|
ORACLE CORP | 2.5% | 7.7% | 2.5% |
|
PALO ALTO NETWORKS INC | 2.4% | 4.2% | 2.4% |
|
FORTINET INC | 3.0% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to IGV
|
CLOUDFLARE INC CLASS A | 3.7% |
|
ATLASSIAN CORP. CLASS A | 3.5% |
|
OKTA, INC. CLASS A | 3.4% |
 |
YY INC-ADR | 3.2% |
|
CISCO SYSTEMS INC | 2.9% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
BROADCOM INC. | 2.9% |
|
MOMO INC SPONSORED ADR CLASS A | 2.8% |
|
META PLATFORMS INC | 2.7% |
|
CYBERARK SOFTWARE LTD. | 2.7% |
WFH Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -8.4% |
|
MICROSOFT CORP | -6.5% |
|
ORACLE CORP | -5.2% |
|
SALESFORCE.COM INC | -5.1% |
|
SERVICENOW INC | -4.4% |
|
INTUIT INC | -4.3% |
|
ADOBE SYSTEMS INC | -3.7% |
|
MICROSTRATEGY INC-CL A | -3.2% |
|
CADENCE DESIGN SYS INC | -2.9% |
|
SYNOPSYS INC | -2.5% |