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

48.6%

% of WFH's 41 holdings also in IGV

17.6%

% of IGV's 114 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
CROWDSTRIKE HOLDINGS, INC. CLASS A 4.1% 3.2% 3.2%
SALESFORCE.COM INC 3.1% 8.2% 3.1%
SERVICENOW INC 2.8% 4.8% 2.8%
MICROSOFT CORP 2.7% 9.1% 2.7%
PALO ALTO NETWORKS INC 2.7% 4.1% 2.7%

Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to IGV
META PLATFORMS INC 3.7%
BROADCOM INC. 3.5%
CLOUDFLARE INC CLASS A 3.4%
CYBERARK SOFTWARE LTD. 3.4%
MARVELL TECHNOLOGY, INC. 3.0%
NETAPP INC 2.9%
AMAZON.COM INC 2.9%
PEGASYSTEMS INC 2.8%
INTL BUSINESS MACHINES CORP 2.8%
OKTA, INC. CLASS A 2.7%
WFH Underweight Relative to IGV
INTUIT INC -7.6%
MICROSOFT CORP -6.4%
ORACLE CORP -6.0%
ADOBE SYSTEMS INC -5.6%
SALESFORCE.COM INC -5.1%
SYNOPSYS INC -3.8%
CADENCE DESIGN SYS INC -3.5%
ROPER TECHNOLOGIES, INC. -2.5%
AUTODESK INC -2.1%
SERVICENOW INC -2.0%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY