Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
35
# OF OVERLAPPING
HOLDINGS
SKYY
65
HOLDINGS
59%
ALSO IN WCLD
WCLD
69
HOLDINGS
56%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus WCLD)
OVERLAPPING HOLDINGS
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| Company | Weight in SKYY |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
CLOUDFLARE INC CLASS A | 2.4% | 2.3% | 2.3% |
|
MONGODB, INC. CLASS A | 3.1% | 1.9% | 1.9% |
|
SERVICENOW INC | 1.8% | 1.6% | 1.6% |
|
WORKIVA, INC. CLASS A | 1.9% | 1.6% | 1.6% |
|
TWILIO, INC. CLASS A | 1.9% | 1.5% | 1.5% |
SKYY Overweight Relative to WCLD
|
INTL BUSINESS MACHINES CORP | 4.4% |
|
ORACLE CORP | 4.4% |
|
ALPHABET INC. CLASS A | 4.3% |
|
PURE STORAGE, INC. CLASS A | 4.2% |
|
ARISTA NETWORKS, INC. | 3.9% |
|
NUTANIX, INC. CLASS A | 3.6% |
|
MICROSOFT CORP | 3.6% |
|
AMAZON.COM INC | 3.4% |
|
LUMEN TECHNOLOGIES, INC. | 3.3% |
|
CISCO SYSTEMS INC | 2.4% |
SKYY Underweight Relative to WCLD
|
OLO, INC. CLASS A | -2.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.4% |
|
JFROG LTD. | -2.1% |
|
SHOPIFY, INC. CLASS A | -2.1% |
|
CYBERARK SOFTWARE LTD. | -1.9% |
|
AVIDXCHANGE HOLDINGS, INC. | -1.8% |
|
DAYFORCE INC | -1.7% |
|
APPFOLIO INC CLASS A | -1.7% |
|
OKTA, INC. CLASS A | -1.6% |
|
BILL.COM HOLDINGS, INC. | -1.6% |