Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
WFH
40
HOLDINGS
61%
ALSO IN SKYY
SKYY
65
HOLDINGS
39%
ALSO IN WFH
SECTOR DRIFT (WFH minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in WFH |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 3.7% | 4.5% | 3.7% |
|
ALPHABET INC. CLASS A | 3.4% | 4.2% | 3.4% |
|
AMAZON.COM INC | 3.0% | 3.4% | 3.0% |
|
INTL BUSINESS MACHINES CORP | 2.7% | 4.2% | 2.7% |
|
MICROSOFT CORP | 2.7% | 3.6% | 2.7% |
WFH Overweight Relative to SKYY
|
BROADCOM INC. | 4.9% |
 |
YY INC-ADR | 4.1% |
|
CYBERARK SOFTWARE LTD. | 3.8% |
|
CLOUDFLARE INC CLASS A | 3.7% |
|
META PLATFORMS INC | 3.3% |
|
ZSCALER, INC. | 3.3% |
|
MOMO INC SPONSORED ADR CLASS A | 3.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% |
|
SYNNEX CORP | 2.9% |
|
OKTA, INC. CLASS A | 2.7% |
WFH Underweight Relative to SKYY
|
NUTANIX, INC. CLASS A | -4.1% |
|
PURE STORAGE, INC. CLASS A | -3.8% |
|
ARISTA NETWORKS, INC. | -3.8% |
|
MONGODB, INC. CLASS A | -3.0% |
|
APPLOVIN CORP. CLASS A | -2.5% |
|
LUMEN TECHNOLOGIES, INC. | -2.4% |
|
AKAMAI TECHNOLOGIES | -2.3% |
|
DELL TECHNOLOGIES INC CLASS C | -1.9% |
|
HEWLETT PACKARD ENTERPRISE CO. | -1.9% |
|
WORKIVA, INC. CLASS A | -1.9% |