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
32%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
SKYY
64
HOLDINGS
41%
ALSO IN CLOU
CLOU
37
HOLDINGS
65%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus CLOU)
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 SKYY |
Weight in CLOU |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 3.3% | 6.8% | 3.3% |
|
ALPHABET INC. CLASS A | 4.4% | 2.5% | 2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.4% | 5.5% | 2.4% |
|
AMAZON.COM INC | 4.0% | 2.2% | 2.2% |
|
TWILIO, INC. CLASS A | 2.1% | 4.7% | 2.1% |
SKYY Overweight Relative to CLOU
|
ARISTA NETWORKS, INC. | 4.6% |
|
MONGODB, INC. CLASS A | 3.7% |
|
NUTANIX, INC. CLASS A | 3.6% |
|
LUMEN TECHNOLOGIES, INC. | 3.3% |
|
PURE STORAGE, INC. CLASS A | 3.2% |
|
INTL BUSINESS MACHINES CORP | 3.2% |
|
CISCO SYSTEMS INC | 3.1% |
|
ORACLE CORP | 2.7% |
|
CLOUDFLARE INC CLASS A | 2.6% |
|
DELL TECHNOLOGIES INC CLASS C | 2.5% |
SKYY Underweight Relative to CLOU
|
DIGITAL REALTY TRUST INC | -5.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.9% |
|
DROPBOX, INC. CLASS A | -3.7% |
|
PROCORE TECHNOLOGIES INC | -3.5% |
|
AKAMAI TECHNOLOGIES | -3.5% |
|
PAYCOM SOFTWARE INC | -3.3% |
|
DIGITALOCEAN HOLDINGS, INC. | -3.1% |
|
BOX, INC. CLASS A | -3.1% |
 |
21VIANET GROUP, INC. SPONSORED ADR C | -3.1% |
|
SNOWFLAKE, INC. CLASS A | -2.7% |