Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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32
Number of overlapping holdings
55.2%
% of SKYY's 62 holdings also in XSW
26.0%
% of XSW's 126 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus XSW)
Overlapping Holdings
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| Company | Weight in SKYY |
Weight in XSW |
Overlap | |
|---|---|---|---|---|
 |
DROPBOX, INC. CLASS A | 0.9% | 0.9% | 0.9% |
|
APPFOLIO INC CLASS A | 0.8% | 0.8% | 0.8% |
|
ZSCALER, INC. | 0.8% | 0.8% | 0.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.8% | 0.9% | 0.8% |
|
INTUIT INC | 0.8% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to XSW
|
ALPHABET INC. CLASS A | 4.4% |
|
AMAZON.COM INC | 4.0% |
|
PURE STORAGE, INC. CLASS A | 3.9% |
|
INTL BUSINESS MACHINES CORP | 3.9% |
|
MICROSOFT CORP | 3.8% |
|
ARISTA NETWORKS, INC. | 3.8% |
|
NUTANIX, INC. CLASS A | 3.2% |
|
ORACLE CORP | 3.1% |
|
AKAMAI TECHNOLOGIES | 3.0% |
|
CISCO SYSTEMS INC | 2.8% |
SKYY Underweight Relative to XSW
|
MICROSTRATEGY INC-CL A | -1.0% |
|
VERTEX, INC. CLASS A | -0.9% |
|
NEXTNAV INC. | -0.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -0.9% |
|
CADENCE DESIGN SYS INC | -0.9% |
|
GUIDEWIRE SOFTWARE INC | -0.9% |
|
FAIR ISAAC CORP | -0.8% |
|
ELECTRONIC ARTS INC | -0.8% |
|
CLEAR SECURE, INC. CLASS A | -0.8% |
|
I3 VERTICALS, INC. CLASS A | -0.8% |