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   

23

Number of overlapping holdings

59.0%

% of WFH's 41 holdings also in SKYY

39.7%

% of SKYY's 62 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
CLOUDFLARE INC CLASS A 2.9% 3.4% 2.9%
AMAZON.COM INC 2.7% 4.2% 2.7%
ALPHABET INC. CLASS A 2.5% 4.5% 2.5%
ORACLE CORP 2.5% 3.4% 2.5%
CISCO SYSTEMS INC 2.5% 2.5% 2.5%

Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to SKYY
MARVELL TECHNOLOGY, INC. 3.3%
BROADCOM INC. 3.2%
PEGASYSTEMS INC 2.9%
DOCUSIGN, INC. 2.6%
FORTINET INC 2.6%
YY INC-ADR 2.5%
MOMO INC SPONSORED ADR CLASS A 2.5%
SMARTSHEET, INC. CLASS A 2.4%
ALTICE USA, INC. CLASS A 2.4%
META PLATFORMS INC 2.4%
WFH Underweight Relative to SKYY
PURE STORAGE, INC. CLASS A -4.7%
ARISTA NETWORKS, INC. -4.2%
NUTANIX, INC. CLASS A -3.9%
AKAMAI TECHNOLOGIES -2.6%
MONGODB, INC. CLASS A -2.6%
TWILIO, INC. CLASS A -2.6%
GITLAB, INC. CLASS A -2.1%
LUMEN TECHNOLOGIES, INC. -2.1%
APPLOVIN CORP. CLASS A -2.0%
ALPHABET INC. CLASS A -1.9%
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