Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
WFH
1
HOLDINGS
34%
ALSO IN CLOU
CLOU
37
HOLDINGS
35%
ALSO IN WFH
SECTOR DRIFT (WFH minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in WFH |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
ZSCALER, INC. | 3.9% | 3.1% | 3.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 2.8% | 4.3% | 2.8% |
|
SERVICENOW INC | 2.5% | 4.1% | 2.5% |
|
SALESFORCE.COM INC | 2.3% | 4.4% | 2.3% |
|
BOX, INC. CLASS A | 2.3% | 4.0% | 2.3% |
WFH Overweight Relative to CLOU
|
CLOUDFLARE INC CLASS A | 6.2% |
|
BROADCOM INC. | 4.9% |
 |
YY INC-ADR | 4.1% |
|
CYBERARK SOFTWARE LTD. | 3.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.6% |
|
ATLASSIAN CORP. CLASS A | 3.5% |
|
META PLATFORMS INC | 3.3% |
|
DOCUSIGN, INC. | 3.1% |
|
MOMO INC SPONSORED ADR CLASS A | 3.1% |
|
ORACLE CORP | 3.0% |
WFH Underweight Relative to CLOU
|
AKAMAI TECHNOLOGIES | -4.7% |
|
WORKIVA, INC. CLASS A | -4.2% |
 |
SHOPIFY, INC. CLASS A | -4.2% |
|
DROPBOX, INC. CLASS A | -4.2% |
|
PAYCOM SOFTWARE INC | -4.1% |
|
TWILIO, INC. CLASS A | -4.1% |
|
QUALYS INC | -4.1% |
|
PROCORE TECHNOLOGIES INC | -4.0% |
|
DIGITAL REALTY TRUST INC | -4.0% |
|
SNOWFLAKE, INC. CLASS A | -3.5% |