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
31%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
XDAT
62
HOLDINGS
40%
ALSO IN SKYY
SKYY
62
HOLDINGS
36%
ALSO IN XDAT
SECTOR DRIFT (XDAT minus SKYY)
OVERLAPPING HOLDINGS
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| Company | Weight in XDAT |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 6.7% | 4.7% | 4.7% |
|
MICROSOFT CORP | 8.3% | 3.9% | 3.9% |
|
MONGODB, INC. CLASS A | 3.3% | 5.1% | 3.3% |
|
CLOUDFLARE INC CLASS A | 8.8% | 3.1% | 3.1% |
|
APPLOVIN CORP. CLASS A | 3.9% | 2.2% | 2.2% |
XDAT Overweight Relative to SKYY
|
META PLATFORMS INC | 8.9% |
|
CLOUDFLARE INC CLASS A | 5.7% |
|
PALO ALTO NETWORKS INC | 4.6% |
|
MICROSOFT CORP | 4.5% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.4% |
|
SERVICENOW INC | 4.0% |
|
NETFLIX INC | 3.5% |
|
SNOWFLAKE, INC. CLASS A | 2.8% |
|
T-MOBILE US, INC. | 2.5% |
|
DATADOG INC CLASS A | 2.4% |
XDAT Underweight Relative to SKYY
|
PURE STORAGE, INC. CLASS A | -5.3% |
|
ORACLE CORP | -5.1% |
|
ARISTA NETWORKS, INC. | -4.4% |
|
AMAZON.COM INC | -4.1% |
|
INTL BUSINESS MACHINES CORP | -3.4% |
|
NUTANIX, INC. CLASS A | -3.3% |
|
CISCO SYSTEMS INC | -2.5% |
 |
SHOPIFY, INC. CLASS A | -2.5% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.4% |
|
NETAPP INC | -2.2% |