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
OVERLAP
23%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
WFH
1
HOLDINGS
18%
ALSO IN LRNZ
LRNZ
21
HOLDINGS
33%
ALSO IN WFH
SECTOR DRIFT (WFH minus LRNZ)
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 LRNZ |
Overlap | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 6.2% | 11.4% | 6.2% |
|
ZSCALER, INC. | 3.9% | 5.5% | 3.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% | 11.4% | 3.6% |
|
AMAZON.COM INC | 3.0% | 5.0% | 3.0% |
|
DATADOG INC CLASS A | 2.8% | 4.2% | 2.8% |
WFH Overweight Relative to LRNZ
|
BROADCOM INC. | 4.9% |
 |
YY INC-ADR | 4.1% |
|
CYBERARK SOFTWARE LTD. | 3.8% |
|
ORACLE CORP | 3.7% |
|
ATLASSIAN CORP. CLASS A | 3.5% |
|
ALPHABET INC. CLASS A | 3.4% |
|
META PLATFORMS INC | 3.3% |
|
DOCUSIGN, INC. | 3.1% |
|
MOMO INC SPONSORED ADR CLASS A | 3.1% |
|
CISCO SYSTEMS INC | 3.0% |
WFH Underweight Relative to LRNZ
|
NVIDIA CORP | -9.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -7.8% |
|
SAMSARA, INC. CLASS A | -7.5% |
|
SNOWFLAKE, INC. CLASS A | -7.2% |
|
CLOUDFLARE INC CLASS A | -5.2% |
|
ELASTIC NV | -4.7% |
|
MONGODB, INC. CLASS A | -4.5% |
|
ELI LILLY & CO | -3.6% |
|
NATERA INC | -3.5% |
 |
ARM HOLDINGS PLC | -3.3% |