Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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
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 | |
---|---|---|---|---|
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% |