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 40 holdings also in SKYY
37.1%
% of SKYY's 66 holdings also in WFH
Overlap by Weight
Sector Drift (WFH minus SKYY)
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 SKYY |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.9% | 4.3% | 2.9% |
|
ALPHABET INC. CLASS A | 2.8% | 4.3% | 2.8% |
|
AMAZON.COM INC | 2.7% | 4.0% | 2.7% |
|
CISCO SYSTEMS INC | 2.6% | 2.6% | 2.6% |
|
ORACLE CORP | 2.5% | 3.7% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to SKYY
|
OKTA, INC. CLASS A | 3.0% |
|
META PLATFORMS INC | 2.9% |
|
VMWARE, INC. CLASS A | 2.7% |
|
BROADCOM INC. | 2.7% |
|
FORTINET INC | 2.7% |
|
PEGASYSTEMS INC | 2.6% |
|
PROGRESS SOFTWARE CORP | 2.5% |
|
SPRINKLR, INC. CLASS A | 2.5% |
|
CYBERARK SOFTWARE LTD. | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.4% |
WFH Underweight Relative to SKYY
|
ARISTA NETWORKS, INC. | -4.5% |
|
NUTANIX, INC. CLASS A | -3.5% |
|
MONGODB, INC. CLASS A | -3.4% |
|
PURE STORAGE, INC. CLASS A | -3.2% |
|
AKAMAI TECHNOLOGIES | -2.6% |
|
LUMEN TECHNOLOGIES, INC. | -2.2% |
 |
SHOPIFY, INC. CLASS A | -2.1% |
|
DIGITALOCEAN HOLDINGS, INC. | -2.1% |
|
WORKIVA, INC. CLASS A | -2.0% |
|
HUBSPOT INC | -2.0% |