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
30%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
SKYY
65
HOLDINGS
41%
ALSO IN CLOU
CLOU
37
HOLDINGS
65%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus CLOU)
OVERLAPPING HOLDINGS
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| Company | Weight in SKYY |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 2.4% | 5.0% | 2.4% |
|
ALPHABET INC. CLASS A | 3.8% | 2.2% | 2.2% |
|
AMAZON.COM INC | 3.9% | 2.1% | 2.1% |
|
SALESFORCE.COM INC | 2.1% | 4.5% | 2.1% |
|
MICROSOFT CORP | 3.6% | 2.0% | 2.0% |
SKYY Overweight Relative to CLOU
|
NUTANIX, INC. CLASS A | 4.1% |
|
MONGODB, INC. CLASS A | 3.8% |
|
ARISTA NETWORKS, INC. | 3.5% |
|
INTL BUSINESS MACHINES CORP | 3.3% |
|
LUMEN TECHNOLOGIES, INC. | 3.0% |
|
ORACLE CORP | 3.0% |
|
PURE STORAGE, INC. CLASS A | 2.8% |
|
CISCO SYSTEMS INC | 2.4% |
|
CLOUDFLARE INC CLASS A | 2.2% |
|
APPLOVIN CORP. CLASS A | 2.0% |
SKYY Underweight Relative to CLOU
|
DIGITAL REALTY TRUST INC | -3.9% |
|
PROCORE TECHNOLOGIES INC | -3.9% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.7% |
|
DROPBOX, INC. CLASS A | -3.4% |
|
PAYCOM SOFTWARE INC | -3.4% |
|
WORKDAY INC-CLASS A | -3.2% |
|
BOX, INC. CLASS A | -3.2% |
|
QUALYS INC | -3.2% |
|
SPS COMMERCE INC | -3.2% |
|
SNOWFLAKE, INC. CLASS A | -2.9% |