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
29%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
XDAT
63
HOLDINGS
36%
ALSO IN SKYY
SKYY
64
HOLDINGS
33%
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 | 10.1% | 3.9% | 3.9% |
|
MICROSOFT CORP | 4.1% | 3.4% | 3.4% |
|
MONGODB, INC. CLASS A | 4.2% | 3.3% | 3.3% |
|
ORACLE CORP | 3.8% | 3.3% | 3.3% |
|
CLOUDFLARE INC CLASS A | 10.5% | 2.5% | 2.5% |
XDAT Overweight Relative to SKYY
|
CLOUDFLARE INC CLASS A | 8.0% |
|
META PLATFORMS INC | 7.4% |
|
ALPHABET INC. CLASS A | 6.3% |
|
SNOWFLAKE, INC. CLASS A | 4.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 3.8% |
|
PALO ALTO NETWORKS INC | 3.6% |
|
APPLOVIN CORP. CLASS A | 3.6% |
|
JFROG LTD. | 3.5% |
|
DATADOG INC CLASS A | 3.4% |
 |
NEBIUS GROUP NV | 2.9% |
XDAT Underweight Relative to SKYY
|
DIGITALOCEAN HOLDINGS, INC. | -4.5% |
|
PANDORA MEDIA INC | -3.8% |
|
AMAZON.COM INC | -3.6% |
|
NUTANIX, INC. CLASS A | -3.6% |
|
INTL BUSINESS MACHINES CORP | -3.4% |
|
CISCO SYSTEMS INC | -2.7% |
|
LUMEN TECHNOLOGIES, INC. | -2.5% |
|
HEWLETT PACKARD ENTERPRISE CO. | -2.2% |
|
TWILIO, INC. CLASS A | -2.0% |
|
DELL TECHNOLOGIES INC CLASS C | -1.9% |