Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
38.3%
% of SKYY's 64 holdings also in WFH
60.5%
% of WFH's 41 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus WFH)
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 SKYY |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 3.5% | 3.3% | 3.3% |
|
ORACLE CORP | 4.3% | 3.2% | 3.2% |
|
MICROSOFT CORP | 3.3% | 2.7% | 2.7% |
|
AMAZON.COM INC | 3.7% | 2.7% | 2.7% |
|
INTL BUSINESS MACHINES CORP | 3.3% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to WFH
|
APPLOVIN CORP. CLASS A | 5.1% |
|
LUMEN TECHNOLOGIES, INC. | 4.4% |
|
NUTANIX, INC. CLASS A | 3.6% |
|
ARISTA NETWORKS, INC. | 3.5% |
|
PURE STORAGE, INC. CLASS A | 3.1% |
|
MONGODB, INC. CLASS A | 2.6% |
|
TWILIO, INC. CLASS A | 2.5% |
 |
SHOPIFY, INC. CLASS A | 2.4% |
|
GITLAB, INC. CLASS A | 2.1% |
|
WORKIVA, INC. CLASS A | 1.9% |
SKYY Underweight Relative to WFH
|
8X8, INC. | -3.1% |
|
BROADCOM INC. | -2.9% |
|
SYNNEX CORP | -2.9% |
 |
YY INC-ADR | -2.7% |
|
PEGASYSTEMS INC | -2.7% |
|
VERIZON COMMUNICATIONS INC | -2.6% |
|
CYBERARK SOFTWARE LTD. | -2.5% |
|
MOMO INC SPONSORED ADR CLASS A | -2.5% |
|
PALO ALTO NETWORKS INC | -2.4% |
|
META PLATFORMS INC | -2.4% |