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   

22

Number of overlapping holdings

59.5%

% of WFH's 41 holdings also in SKYY

36.1%

% of SKYY's 255 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
ALPHABET INC. CLASS A 3.5% 4.3% 3.5%
ORACLE CORP 3.2% 4.6% 3.2%
MICROSOFT CORP 2.9% 4.2% 2.9%
AMAZON.COM INC 2.8% 4.2% 2.8%
CISCO SYSTEMS INC 2.4% 2.4% 2.4%

Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to SKYY
BROADCOM INC. 3.4%
SYNNEX CORP 3.2%
META PLATFORMS INC 2.7%
VERIZON COMMUNICATIONS INC 2.6%
CYBERARK SOFTWARE LTD. 2.6%
PEGASYSTEMS INC 2.4%
MARVELL TECHNOLOGY, INC. 2.4%
YY INC-ADR 2.3%
CROWDSTRIKE HOLDINGS, INC. CLASS A 2.3%
PALO ALTO NETWORKS INC 2.3%
WFH Underweight Relative to SKYY
ARISTA NETWORKS, INC. -4.6%
PURE STORAGE, INC. CLASS A -4.1%
NUTANIX, INC. CLASS A -3.9%
MONGODB, INC. CLASS A -3.1%
AKAMAI TECHNOLOGIES -2.3%
HEWLETT PACKARD ENTERPRISE CO. -2.2%
APPLOVIN CORP. CLASS A -2.1%
DELL TECHNOLOGIES INC CLASS C -2.1%
SHOPIFY, INC. CLASS A -2.0%
GITLAB, INC. CLASS A -1.9%
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