Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
WFH
40
HOLDINGS
11%
ALSO IN NEWZ
NEWZ
30
HOLDINGS
14%
ALSO IN WFH
SECTOR DRIFT (WFH minus NEWZ)
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 NEWZ |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 2.9% | 3.2% | 2.9% |
|
SALESFORCE.COM INC | 2.6% | 2.8% | 2.6% |
|
PEGASYSTEMS INC | 2.5% | 3.0% | 2.5% |
|
ORACLE CORP | 2.5% | 3.4% | 2.5% |
WFH Overweight Relative to NEWZ
|
CLOUDFLARE INC CLASS A | 3.7% |
|
ATLASSIAN CORP. CLASS A | 3.5% |
|
OKTA, INC. CLASS A | 3.4% |
 |
YY INC-ADR | 3.2% |
|
DOCUSIGN, INC. | 3.1% |
|
ZSCALER, INC. | 3.0% |
|
FORTINET INC | 3.0% |
|
HUBSPOT INC | 2.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
WFH Underweight Relative to NEWZ
|
AMPHENOL CORP-CL A | -5.6% |
|
IDEXX LABORATORIES INC | -3.9% |
|
K12 INC | -3.7% |
|
NEUROCRINE BIOSCIENCES INC | -3.7% |
|
PTC INC. | -3.6% |
|
VIRTU FINANCIAL, INC. CLASS A | -3.5% |
|
DOXIMITY, INC. CLASS A | -3.5% |
 |
FABRINET | -3.5% |
|
ENSIGN GROUP INC/THE | -3.4% |
|
FASTENAL CO | -3.4% |