Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
56.7%
% of SKYY's 64 holdings also in XSW
27.2%
% of XSW's 127 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus XSW)
Overlapping Holdings
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| Company | Weight in SKYY |
Weight in XSW |
Overlap | |
|---|---|---|---|---|
 |
APPLOVIN CORP. CLASS A | 5.1% | 1.6% | 1.6% |
|
HUBSPOT INC | 2.2% | 0.9% | 0.9% |
|
FIVE9 INC | 1.6% | 0.8% | 0.8% |
|
SALESFORCE.COM INC | 2.1% | 0.8% | 0.8% |
|
WORKIVA, INC. CLASS A | 1.9% | 0.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to XSW
|
LUMEN TECHNOLOGIES, INC. | 4.4% |
|
AMAZON.COM INC | 3.7% |
|
ORACLE CORP | 3.5% |
|
APPLOVIN CORP. CLASS A | 3.5% |
|
ARISTA NETWORKS, INC. | 3.5% |
|
ALPHABET INC. CLASS A | 3.5% |
|
PURE STORAGE, INC. CLASS A | 3.1% |
|
NUTANIX, INC. CLASS A | 2.9% |
|
INTL BUSINESS MACHINES CORP | 2.7% |
|
MICROSOFT CORP | 2.7% |
SKYY Underweight Relative to XSW
|
MICROSTRATEGY INC-CL A | -1.5% |
 |
HUT 8 CORP | -1.4% |
|
CIPHER MINING INC | -1.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.1% |
|
NEXTNAV INC. | -1.1% |
|
RIOT BLOCKCHAIN INC | -1.1% |
|
TERAWULF INC. | -1.1% |
|
BILL.COM HOLDINGS, INC. | -1.0% |
|
CLEANSPARK, INC. | -0.9% |
|
VERTEX, INC. CLASS A | -0.8% |