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
50.0%
% of WFH's 40 holdings also in IGV
18.3%
% of IGV's 116 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 | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.5% | 8.1% | 2.5% |
|
PALO ALTO NETWORKS INC | 2.5% | 3.4% | 2.5% |
|
SALESFORCE.COM INC | 2.5% | 8.2% | 2.5% |
|
SERVICENOW INC | 2.5% | 5.4% | 2.5% |
|
ADOBE SYSTEMS INC | 2.4% | 9.6% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to IGV
|
ALTICE USA, INC. CLASS A | 2.7% |
|
AMAZON.COM INC | 2.7% |
|
ALPHABET INC. CLASS A | 2.6% |
|
META PLATFORMS INC | 2.6% |
|
SYNNEX CORP | 2.6% |
 |
AMERICA MOVIL SAB DE CV SPONSORED AD | 2.5% |
|
CYBERARK SOFTWARE LTD. | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.5% |
|
INTL BUSINESS MACHINES CORP | 2.5% |
|
ATLASSIAN CORP. PLC CLASS A | 2.5% |
WFH Underweight Relative to IGV
|
ADOBE SYSTEMS INC | -7.2% |
|
INTUIT INC | -7.1% |
|
ORACLE CORP | -5.9% |
|
SALESFORCE.COM INC | -5.7% |
|
MICROSOFT CORP | -5.5% |
|
SYNOPSYS INC | -3.2% |
|
ACTIVISION BLIZZARD INC | -3.1% |
|
CADENCE DESIGN SYS INC | -3.0% |
|
SERVICENOW INC | -2.9% |
|
ROPER TECHNOLOGIES, INC. | -2.5% |