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
21
Number of overlapping holdings
55.3%
% of WFH's 40 holdings also in SKYY
32.8%
% of SKYY's 67 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 | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 2.6% | 3.8% | 2.6% |
|
CLOUDFLARE INC CLASS A | 2.6% | 2.6% | 2.6% |
|
MICROSOFT CORP | 2.5% | 3.8% | 2.5% |
|
INTL BUSINESS MACHINES CORP | 2.5% | 3.8% | 2.5% |
|
AMAZON.COM INC | 2.5% | 3.6% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
WFH Overweight Relative to SKYY
|
ALTICE USA, INC. CLASS A | 2.8% |
|
EXELA TECHNOLOGIES, INC. | 2.7% |
|
META PLATFORMS INC | 2.7% |
|
VMWARE, INC. CLASS A | 2.7% |
|
SYNNEX CORP | 2.6% |
|
CYBERARK SOFTWARE LTD. | 2.5% |
|
MARVELL TECHNOLOGY, INC. | 2.5% |
|
BROADCOM INC. | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.5% |
 |
AMERICA MOVIL SAB DE CV SPONSORED AD | 2.5% |
WFH Underweight Relative to SKYY
|
NUTANIX, INC. CLASS A | -4.4% |
|
PURE STORAGE, INC. CLASS A | -3.8% |
|
ARISTA NETWORKS, INC. | -3.7% |
|
MONGODB, INC. CLASS A | -3.0% |
|
AKAMAI TECHNOLOGIES | -2.7% |
|
DELL TECHNOLOGIES INC CLASS C | -2.4% |
|
SPLUNK INC | -2.4% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.0% |
|
GITLAB, INC. CLASS A | -1.9% |
|
APPLOVIN CORP. CLASS A | -1.8% |