Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
56.8%
% of WFH's 41 holdings also in SKYY
33.9%
% of SKYY's 66 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus SKYY)
Overlapping Holdings
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Company | Weight in WFH |
Weight in SKYY |
Overlap | |
---|---|---|---|---|
AMAZON.COM INC | 2.9% | 3.8% | 2.9% | |
INTL BUSINESS MACHINES CORP | 2.8% | 3.8% | 2.8% | |
MICROSOFT CORP | 2.7% | 3.8% | 2.7% | |
CLOUDFLARE INC CLASS A | 3.4% | 2.4% | 2.4% | |
ALPHABET INC. CLASS A | 2.2% | 4.0% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to SKYY
META PLATFORMS INC | 3.7% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.5% | |
BROADCOM INC. | 3.5% | |
CYBERARK SOFTWARE LTD. | 3.4% | |
MARVELL TECHNOLOGY, INC. | 3.0% | |
PEGASYSTEMS INC | 3.0% | |
OKTA, INC. CLASS A | 2.7% | |
VERIZON COMMUNICATIONS INC | 2.6% | |
ZSCALER, INC. | 2.5% | |
XEROX CORP | 2.5% |
WFH Underweight Relative to SKYY
ARISTA NETWORKS, INC. | -4.1% | |
NUTANIX, INC. CLASS A | -3.8% | |
PURE STORAGE, INC. CLASS A | -3.7% | |
MONGODB, INC. CLASS A | -2.5% | |
AKAMAI TECHNOLOGIES | -2.4% | |
DIGITALOCEAN HOLDINGS, INC. | -2.3% | |
ORACLE CORP | -2.2% | |
APPLOVIN CORP. CLASS A | -2.2% | |
DELL TECHNOLOGIES INC CLASS C | -2.2% | |
HEWLETT PACKARD ENTERPRISE CO. | -2.1% |