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%
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