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
63
# OF OVERLAPPING
HOLDINGS
TRFM
280
HOLDINGS
23%
ALSO IN WDAI
WDAI
297
HOLDINGS
21%
ALSO IN TRFM
SECTOR DRIFT (TRFM minus WDAI)
OVERLAPPING HOLDINGS
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| Company | Weight in TRFM |
Weight in WDAI |
Overlap | |
|---|---|---|---|---|
 |
SALESFORCE.COM INC | 1.0% | 0.7% | 0.7% |
|
WORKDAY INC-CLASS A | 0.9% | 0.7% | 0.7% |
|
DELL TECHNOLOGIES INC CLASS C | 0.7% | 0.7% | 0.7% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.7% | 0.7% | 0.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.7% | 0.7% | 0.7% |
TRFM Overweight Relative to WDAI
|
AIRBNB, INC. CLASS A | 0.9% |
|
BLOCK INC. | 0.8% |
|
CONSTELLATION ENERGY CORPORATION | 0.8% |
|
PARKER HANNIFIN CORP | 0.8% |
|
UBER TECHNOLOGIES, INC. | 0.7% |
|
AXON ENTERPRISE INC | 0.7% |
|
ROBLOX CORP. CLASS A | 0.7% |
|
VISA INC. CLASS A | 0.7% |
|
ARISTA NETWORKS, INC. | 0.7% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 0.7% |
TRFM Underweight Relative to WDAI
 |
WIX.COM LTD | -0.8% |
|
ATLASSIAN CORP. CLASS A | -0.7% |
|
HP INC. | -0.6% |
|
ADOBE SYSTEMS INC | -0.6% |
|
MONDAY.COM LTD. | -0.5% |
|
SUPER MICRO COMPUTER, INC. | -0.5% |
 |
REPSOL YPF SA | -0.5% |
|
COGNIZANT TECH SOLUTIONS-A | -0.5% |
|
HEWLETT PACKARD ENTERPRISE CO. | -0.5% |
|
ROPER TECHNOLOGIES, INC. | -0.5% |