Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
WFH
40
HOLDINGS
8%
ALSO IN MID
MID
42
HOLDINGS
8%
ALSO IN WFH
SECTOR DRIFT (WFH minus MID)
OVERLAPPING HOLDINGS
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| Company | Weight in WFH |
Weight in MID |
Overlap | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 6.2% | 9.9% | 6.2% |
|
ZSCALER, INC. | 3.9% | 4.8% | 3.9% |
|
DOCUSIGN, INC. | 3.1% | 4.1% | 3.1% |
WFH Overweight Relative to MID
|
BROADCOM INC. | 4.9% |
 |
YY INC-ADR | 4.1% |
|
CYBERARK SOFTWARE LTD. | 3.8% |
|
ORACLE CORP | 3.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% |
|
ATLASSIAN CORP. CLASS A | 3.5% |
|
ALPHABET INC. CLASS A | 3.4% |
|
META PLATFORMS INC | 3.3% |
|
MOMO INC SPONSORED ADR CLASS A | 3.1% |
|
CISCO SYSTEMS INC | 3.0% |
WFH Underweight Relative to MID
|
BRIGHT HORIZONS FAMILY SOLUT | -5.5% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -5.0% |
|
CADENCE DESIGN SYS INC | -4.4% |
|
MSCI INC-A | -4.1% |
|
MONOLITHIC POWER SYSTEMS INC | -4.1% |
|
POOL CORP | -3.8% |
|
CLOUDFLARE INC CLASS A | -3.7% |
|
VISTRA ENERGY CORP. | -3.6% |
|
MANHATTAN ASSOCIATES INC | -3.5% |
|
TARGA RESOURCES CORP | -3.4% |