Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
45.2%
% of XDAT's 47 holdings also in SKYY
31.1%
% of SKYY's 66 holdings also in XDAT
Overlap by Weight
Sector Drift (XDAT minus SKYY)
Overlapping Holdings
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| Company | Weight in XDAT |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 3.9% | 4.5% | 3.9% |
|
MICROSOFT CORP | 8.4% | 3.9% | 3.9% |
|
ARISTA NETWORKS, INC. | 3.6% | 3.6% | 3.6% |
|
MONGODB, INC. CLASS A | 7.1% | 2.4% | 2.4% |
|
CLOUDFLARE INC CLASS A | 2.5% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
XDAT Overweight Relative to SKYY
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 4.7% |
|
MONGODB, INC. CLASS A | 4.6% |
|
DATADOG INC CLASS A | 4.5% |
|
MICROSOFT CORP | 4.5% |
|
PALO ALTO NETWORKS INC | 4.4% |
|
META PLATFORMS INC | 4.2% |
|
EQUINIX INC | 4.2% |
|
FAIR ISAAC CORP | 4.0% |
|
SERVICENOW INC | 3.4% |
|
SNOWFLAKE, INC. CLASS A | 3.1% |
XDAT Underweight Relative to SKYY
|
ORACLE CORP | -4.1% |
|
AMAZON.COM INC | -4.0% |
|
INTL BUSINESS MACHINES CORP | -3.9% |
|
PURE STORAGE, INC. CLASS A | -3.8% |
|
NUTANIX, INC. CLASS A | -3.7% |
|
CISCO SYSTEMS INC | -2.7% |
|
DELL TECHNOLOGIES INC CLASS C | -2.4% |
|
APPLOVIN CORP. CLASS A | -2.2% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.2% |
|
NETAPP INC | -2.2% |