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
32
Number of overlapping holdings
55.2%
% of SKYY's 62 holdings also in IGV
31.7%
% of IGV's 115 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus IGV)
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 IGV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.8% | 8.7% | 4.8% |
|
ORACLE CORP | 3.9% | 7.7% | 3.9% |
|
SERVICENOW INC | 2.3% | 6.7% | 2.3% |
|
APPLOVIN CORP. CLASS A | 2.2% | 2.5% | 2.2% |
|
SALESFORCE.COM INC | 2.0% | 7.6% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to IGV
|
INTL BUSINESS MACHINES CORP | 4.2% |
|
ARISTA NETWORKS, INC. | 4.0% |
|
PURE STORAGE, INC. CLASS A | 4.0% |
|
AMAZON.COM INC | 3.9% |
|
ALPHABET INC. CLASS A | 3.9% |
|
NUTANIX, INC. CLASS A | 3.6% |
|
AKAMAI TECHNOLOGIES | 2.7% |
|
CISCO SYSTEMS INC | 2.7% |
|
CLOUDFLARE INC CLASS A | 2.6% |
|
MONGODB, INC. CLASS A | 2.4% |
SKYY Underweight Relative to IGV
|
PALANTIR TECHNOLOGIES INC. CLASS A | -7.9% |
|
SALESFORCE.COM INC | -5.7% |
|
SERVICENOW INC | -4.4% |
|
MICROSOFT CORP | -4.0% |
|
ORACLE CORP | -3.8% |
|
INTUIT INC | -3.7% |
|
ADOBE SYSTEMS INC | -3.6% |
|
PALO ALTO NETWORKS INC | -3.5% |
|
MICROSTRATEGY INC-CL A | -3.4% |
|
CADENCE DESIGN SYS INC | -2.9% |