Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

16
Number of overlapping holdings
41.0%
% of XDAT's 43 holdings also in SKYY
25.0%
% of SKYY's 67 holdings also in XDAT
Overlap by Weight
Sector Drift (XDAT minus SKYY)
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 XDAT |
Weight in SKYY |
Overlap | |
---|---|---|---|---|
ALPHABET INC. CLASS A | 5.0% | 3.9% | 3.9% | |
MICROSOFT CORP | 7.4% | 3.8% | 3.8% | |
MONGODB, INC. CLASS A | 7.4% | 3.0% | 3.0% | |
ARISTA NETWORKS, INC. | 2.9% | 3.6% | 2.9% | |
SERVICENOW INC | 5.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
XDAT Overweight Relative to SKYY
EQUINIX INC | 4.6% | |
MONGODB, INC. CLASS A | 4.4% | |
PALO ALTO NETWORKS INC | 4.4% | |
DATADOG INC CLASS A | 4.1% | |
MICROSOFT CORP | 3.6% | |
FAIR ISAAC CORP | 3.5% | |
SNOWFLAKE, INC. CLASS A | 3.3% | |
SERVICENOW INC | 3.1% | |
T-MOBILE US, INC. | 2.9% | |
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.8% |
XDAT Underweight Relative to SKYY
NUTANIX, INC. CLASS A | -4.3% | |
AMAZON.COM INC | -3.9% | |
INTL BUSINESS MACHINES CORP | -3.8% | |
PURE STORAGE, INC. CLASS A | -3.8% | |
ORACLE CORP | -3.6% | |
AKAMAI TECHNOLOGIES | -2.5% | |
CISCO SYSTEMS INC | -2.5% | |
DELL TECHNOLOGIES INC CLASS C | -2.4% | |
NETAPP INC | -1.9% | |
HEWLETT PACKARD ENTERPRISE CO. | -1.9% |