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
OVERLAP
33%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
XNTK
35
HOLDINGS
37%
ALSO IN WFH
WFH
1
HOLDINGS
34%
ALSO IN XNTK
SECTOR DRIFT (XNTK minus WFH)
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 XNTK |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 2.9% | 3.7% | 2.9% |
|
META PLATFORMS INC | 2.9% | 3.3% | 2.9% |
|
AMAZON.COM INC | 2.9% | 3.0% | 2.9% |
|
ALPHABET INC. CLASS A | 2.8% | 3.4% | 2.8% |
|
CISCO SYSTEMS INC | 2.8% | 3.0% | 2.8% |
XNTK Overweight Relative to WFH
|
MICRON TECHNOLOGY INC | 3.3% |
|
LAM RESEARCH CORP | 3.1% |
|
NVIDIA CORP | 3.1% |
|
APPLOVIN CORP. CLASS A | 3.0% |
|
AMPHENOL CORP-CL A | 3.0% |
|
ARISTA NETWORKS, INC. | 3.0% |
 |
SHOPIFY, INC. CLASS A | 2.9% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.9% |
|
TESLA MOTORS INC | 2.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.9% |
XNTK Underweight Relative to WFH
|
CLOUDFLARE INC CLASS A | -6.2% |
 |
YY INC-ADR | -4.1% |
|
ZSCALER, INC. | -3.9% |
|
CYBERARK SOFTWARE LTD. | -3.8% |
|
ATLASSIAN CORP. CLASS A | -3.5% |
|
DOCUSIGN, INC. | -3.1% |
|
MOMO INC SPONSORED ADR CLASS A | -3.1% |
|
SYNNEX CORP | -2.9% |
|
DATADOG INC CLASS A | -2.8% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.8% |