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
21%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
SKYY
62
HOLDINGS
55%
ALSO IN XSW
XSW
126
HOLDINGS
26%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus XSW)
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 XSW |
Overlap | |
|---|---|---|---|---|
 |
ORACLE CORP | 5.4% | 1.0% | 1.0% |
|
WORKIVA, INC. CLASS A | 1.9% | 0.9% | 0.9% |
|
APPLOVIN CORP. CLASS A | 2.1% | 0.8% | 0.8% |
|
RINGCENTRAL, INC. CLASS A | 1.0% | 0.8% | 0.8% |
|
APPFOLIO INC CLASS A | 0.8% | 0.9% | 0.8% |
SKYY Overweight Relative to XSW
|
ARISTA NETWORKS, INC. | 5.8% |
|
ALPHABET INC. CLASS A | 4.6% |
|
ORACLE CORP | 4.5% |
|
AMAZON.COM INC | 4.2% |
|
PURE STORAGE, INC. CLASS A | 4.1% |
|
MONGODB, INC. CLASS A | 3.7% |
|
MICROSOFT CORP | 3.4% |
|
CLOUDFLARE INC CLASS A | 3.0% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
NUTANIX, INC. CLASS A | 2.7% |
SKYY Underweight Relative to XSW
|
TERAWULF INC. | -1.5% |
|
UNITY SOFTWARE, INC. | -1.2% |
|
CIPHER MINING INC | -1.1% |
|
ZETA GLOBAL HOLDINGS CORP. CLASS A | -1.1% |
|
BIGBEAR.AI HOLDINGS, INC. | -1.1% |
|
PORCH GROUP, INC. | -1.1% |
|
CLEAR SECURE, INC. CLASS A | -1.0% |
|
SOUNDHOUND AI, INC CLASS A | -0.9% |
|
I3 VERTICALS, INC. CLASS A | -0.9% |
 |
HUT 8 CORP | -0.9% |