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   

22

Number of overlapping holdings

36.1%

% of SKYY's 66 holdings also in WFH

59.5%

% of WFH's 41 holdings also in SKYY

Overlap by Weight
Sector Drift (SKYY minus WFH)
Overlapping Holdings

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Company Weight
in SKYY
Weight
in WFH
Overlap
ALPHABET INC. CLASS A 4.9% 3.5% 3.5%
ORACLE CORP 4.8% 3.2% 3.2%
MICROSOFT CORP 4.1% 2.9% 2.9%
AMAZON.COM INC 4.0% 2.8% 2.8%
NETAPP INC 2.7% 3.2% 2.7%

Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to WFH
PURE STORAGE, INC. CLASS A 5.0%
ARISTA NETWORKS, INC. 4.6%
NUTANIX, INC. CLASS A 3.3%
DELL TECHNOLOGIES INC CLASS C 2.8%
HEWLETT PACKARD ENTERPRISE CO. 2.7%
APPLOVIN CORP. CLASS A 2.5%
AKAMAI TECHNOLOGIES 2.1%
TWILIO, INC. CLASS A 1.8%
SHOPIFY, INC. CLASS A 1.7%
WORKIVA, INC. CLASS A 1.7%
SKYY Underweight Relative to WFH
BROADCOM INC. -3.4%
SYNNEX CORP -3.2%
META PLATFORMS INC -2.7%
VERIZON COMMUNICATIONS INC -2.6%
CYBERARK SOFTWARE LTD. -2.6%
PEGASYSTEMS INC -2.4%
MARVELL TECHNOLOGY, INC. -2.4%
PALO ALTO NETWORKS INC -2.3%
YY INC-ADR -2.3%
CROWDSTRIKE HOLDINGS, INC. CLASS A -2.3%
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