Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
34
# OF OVERLAPPING
HOLDINGS
SKYY
64
HOLDINGS
56%
ALSO IN WCLD
WCLD
64
HOLDINGS
59%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus WCLD)
OVERLAPPING HOLDINGS
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| Company | Weight in SKYY |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
DIGITALOCEAN HOLDINGS, INC. | 4.5% | 3.9% | 3.9% |
|
TWILIO, INC. CLASS A | 2.0% | 2.4% | 2.0% |
|
CLOUDFLARE INC CLASS A | 2.5% | 1.8% | 1.8% |
|
RUBRIK INC-A | 1.8% | 2.0% | 1.8% |
|
NUTANIX, INC. CLASS A | 3.6% | 1.7% | 1.7% |
SKYY Overweight Relative to WCLD
|
ARISTA NETWORKS, INC. | 4.3% |
|
ALPHABET INC. CLASS A | 3.9% |
|
PANDORA MEDIA INC | 3.8% |
|
AMAZON.COM INC | 3.6% |
|
COREWEAVE INC-CL A | 3.6% |
|
MICROSOFT CORP | 3.4% |
|
INTL BUSINESS MACHINES CORP | 3.4% |
|
ORACLE CORP | 3.3% |
|
CISCO SYSTEMS INC | 2.7% |
|
LUMEN TECHNOLOGIES, INC. | 2.5% |
SKYY Underweight Relative to WCLD
|
JFROG LTD. | -3.2% |
|
OKTA, INC. CLASS A | -2.3% |
|
DATADOG INC CLASS A | -2.2% |
|
PALO ALTO NETWORKS INC | -2.1% |
|
TENABLE HOLDINGS, INC. | -1.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.9% |
|
PAGERDUTY, INC. | -1.9% |
|
SAMSARA, INC. CLASS A | -1.7% |
|
DYNATRACE, INC. | -1.7% |
|
BRAZE, INC. CLASS A | -1.7% |