Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
WFH
40
HOLDINGS
32%
ALSO IN XDAT
XDAT
62
HOLDINGS
23%
ALSO IN WFH
SECTOR DRIFT (WFH minus XDAT)
OVERLAPPING HOLDINGS
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| Company | Weight in WFH |
Weight in XDAT |
Overlap | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 6.2% | 8.8% | 6.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% | 5.0% | 3.6% |
|
ALPHABET INC. CLASS A | 3.4% | 6.7% | 3.4% |
|
META PLATFORMS INC | 3.3% | 8.9% | 3.3% |
|
DATADOG INC CLASS A | 2.8% | 3.1% | 2.8% |
WFH Overweight Relative to XDAT
|
BROADCOM INC. | 4.9% |
 |
YY INC-ADR | 4.1% |
|
CYBERARK SOFTWARE LTD. | 3.8% |
|
ORACLE CORP | 3.7% |
|
ATLASSIAN CORP. CLASS A | 3.5% |
|
DOCUSIGN, INC. | 3.1% |
|
MOMO INC SPONSORED ADR CLASS A | 3.1% |
|
CISCO SYSTEMS INC | 3.0% |
|
AMAZON.COM INC | 3.0% |
|
SYNNEX CORP | 2.9% |
WFH Underweight Relative to XDAT
|
META PLATFORMS INC | -5.6% |
|
MICROSOFT CORP | -5.6% |
|
APPLOVIN CORP. CLASS A | -3.9% |
|
NETFLIX INC | -3.5% |
|
SNOWFLAKE, INC. CLASS A | -3.4% |
|
ALPHABET INC. CLASS A | -3.3% |
|
MONGODB, INC. CLASS A | -3.3% |
|
SERVICENOW INC | -3.1% |
|
PALO ALTO NETWORKS INC | -2.6% |
|
CLOUDFLARE INC CLASS A | -2.6% |