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
8%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SKYY
64
HOLDINGS
10%
ALSO IN SPAM
SPAM
32
HOLDINGS
20%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus SPAM)
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 SPAM |
Overlap | |
|---|---|---|---|---|
 |
AKAMAI TECHNOLOGIES | 3.6% | 6.3% | 3.6% |
|
FASTLY, INC. CLASS A | 1.8% | 2.8% | 1.8% |
|
PALO ALTO NETWORKS INC | 0.6% | 4.2% | 0.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.6% | 4.4% | 0.6% |
|
QUALYS INC | 0.5% | 3.9% | 0.5% |
SKYY Overweight Relative to SPAM
|
ARISTA NETWORKS, INC. | 4.7% |
|
ALPHABET INC. CLASS A | 4.1% |
|
MONGODB, INC. CLASS A | 4.0% |
|
NUTANIX, INC. CLASS A | 3.8% |
|
LUMEN TECHNOLOGIES, INC. | 3.7% |
|
AMAZON.COM INC | 3.7% |
|
INTL BUSINESS MACHINES CORP | 3.6% |
|
PURE STORAGE, INC. CLASS A | 3.6% |
|
MICROSOFT CORP | 3.5% |
|
ORACLE CORP | 3.4% |
SKYY Underweight Relative to SPAM
 |
NEXTDC LIMITED | -5.7% |
|
FORTINET INC | -5.3% |
 |
NEBIUS GROUP NV | -5.0% |
|
CACI INTERNATIONAL INC -CL A | -5.0% |
|
OKTA, INC. CLASS A | -4.6% |
 |
CHECK POINT SOFTWARE TECH | -4.5% |
|
SPRINT CORP. | -4.4% |
|
BOOZ ALLEN HAMILTON HOLDINGS | -4.3% |
 |
TREND MICRO INC | -4.2% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -3.8% |