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
27%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
XDAT
63
HOLDINGS
35%
ALSO IN SKYY
SKYY
64
HOLDINGS
32%
ALSO IN XDAT
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 | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 4.1% | 3.5% | 3.5% |
|
MONGODB, INC. CLASS A | 4.2% | 3.5% | 3.5% |
|
ALPHABET INC. CLASS A | 10.1% | 3.0% | 3.0% |
|
CLOUDFLARE INC CLASS A | 10.5% | 2.6% | 2.6% |
|
ARISTA NETWORKS, INC. | 2.5% | 3.9% | 2.5% |
XDAT Overweight Relative to SKYY
|
CLOUDFLARE INC CLASS A | 7.8% |
|
META PLATFORMS INC | 7.4% |
|
ALPHABET INC. CLASS A | 7.2% |
|
SNOWFLAKE, INC. CLASS A | 4.5% |
|
APPLOVIN CORP. CLASS A | 4.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.9% |
|
PALO ALTO NETWORKS INC | 3.6% |
|
JFROG LTD. | 3.5% |
|
DATADOG INC CLASS A | 3.5% |
 |
NEBIUS GROUP NV | 2.9% |
XDAT Underweight Relative to SKYY
|
PANDORA MEDIA INC | -4.5% |
|
NUTANIX, INC. CLASS A | -4.3% |
|
AMAZON.COM INC | -3.1% |
|
ATLASSIAN CORP. CLASS A | -2.6% |
|
INTL BUSINESS MACHINES CORP | -2.6% |
|
DIGITALOCEAN HOLDINGS, INC. | -2.4% |
|
WORKIVA, INC. CLASS A | -2.2% |
|
SERVICETITAN INC-A | -2.1% |
|
FASTLY, INC. CLASS A | -2.1% |
 |
SHOPIFY, INC. CLASS A | -2.1% |