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   

23

Number of overlapping holdings

38.3%

% of SKYY's 64 holdings also in WFH

60.5%

% 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 3.2% 3.3% 3.2%
ORACLE CORP 4.1% 3.2% 3.2%
MICROSOFT CORP 3.1% 2.7% 2.7%
AMAZON.COM INC 3.6% 2.7% 2.7%
INTL BUSINESS MACHINES CORP 3.5% 2.5% 2.5%

Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to WFH
APPLOVIN CORP. CLASS A 5.6%
LUMEN TECHNOLOGIES, INC. 3.6%
ARISTA NETWORKS, INC. 3.6%
PURE STORAGE, INC. CLASS A 3.2%
NUTANIX, INC. CLASS A 3.2%
MONGODB, INC. CLASS A 2.9%
TWILIO, INC. CLASS A 2.6%
SHOPIFY, INC. CLASS A 2.4%
GITLAB, INC. CLASS A 2.1%
WORKIVA, INC. CLASS A 1.9%
SKYY Underweight Relative to WFH
8X8, INC. -3.1%
BROADCOM INC. -2.9%
SYNNEX CORP -2.9%
YY INC-ADR -2.7%
PEGASYSTEMS INC -2.7%
VERIZON COMMUNICATIONS INC -2.6%
CYBERARK SOFTWARE LTD. -2.5%
MOMO INC SPONSORED ADR CLASS A -2.5%
PALO ALTO NETWORKS INC -2.4%
NETSCOUT SYSTEMS INC -2.4%
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