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
35%
OVERLAP
BY WEIGHT
26
# OF OVERLAPPING
HOLDINGS
SKYY
64
HOLDINGS
42%
ALSO IN CLOU
CLOU
38
HOLDINGS
68%
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 | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 2.5% | 4.0% | 2.5% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.4% | 3.4% | 2.4% |
|
WORKIVA, INC. CLASS A | 2.3% | 2.5% | 2.3% |
|
SALESFORCE.COM INC | 2.2% | 4.3% | 2.2% |
 |
SHOPIFY, INC. CLASS A | 2.0% | 3.6% | 2.0% |
SKYY Overweight Relative to CLOU
|
NUTANIX, INC. CLASS A | 4.3% |
|
PANDORA MEDIA INC | 4.1% |
|
ARISTA NETWORKS, INC. | 4.0% |
|
MONGODB, INC. CLASS A | 3.0% |
|
ATLASSIAN CORP. CLASS A | 2.9% |
|
GITLAB, INC. CLASS A | 2.6% |
|
INTL BUSINESS MACHINES CORP | 2.3% |
|
RINGCENTRAL, INC. CLASS A | 2.2% |
|
COREWEAVE INC-CL A | 2.2% |
|
DELL TECHNOLOGIES INC CLASS C | 2.0% |
SKYY Underweight Relative to CLOU
|
SNOWFLAKE, INC. CLASS A | -6.6% |
|
PAYCOM SOFTWARE INC | -4.5% |
|
DATADOG INC CLASS A | -4.3% |
|
WORKDAY INC-CLASS A | -4.0% |
|
ZSCALER, INC. | -3.2% |
|
PROCORE TECHNOLOGIES INC | -3.0% |
|
QUALYS INC | -3.0% |
|
SERVICENOW INC | -2.9% |
|
DROPBOX, INC. CLASS A | -2.8% |
|
DIGITAL REALTY TRUST INC | -2.8% |