Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
34
# OF OVERLAPPING
HOLDINGS
SKYY
65
HOLDINGS
58%
ALSO IN WCLD
WCLD
68
HOLDINGS
57%
ALSO IN SKYY
SECTOR DRIFT (SKYY minus WCLD)
OVERLAPPING HOLDINGS
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| Company | Weight in SKYY |
Weight in WCLD |
Overlap | |
|---|---|---|---|---|
 |
MONGODB, INC. CLASS A | 3.6% | 2.7% | 2.7% |
|
DIGITALOCEAN HOLDINGS, INC. | 2.5% | 2.2% | 2.2% |
|
TWILIO, INC. CLASS A | 1.9% | 1.9% | 1.9% |
|
WORKIVA, INC. CLASS A | 1.6% | 1.6% | 1.6% |
|
SALESFORCE.COM INC | 1.8% | 1.5% | 1.5% |
SKYY Overweight Relative to WCLD
|
ARISTA NETWORKS, INC. | 4.4% |
|
ALPHABET INC. CLASS A | 4.3% |
|
INTL BUSINESS MACHINES CORP | 4.1% |
|
AMAZON.COM INC | 3.8% |
|
LUMEN TECHNOLOGIES, INC. | 3.5% |
|
MICROSOFT CORP | 3.4% |
|
PURE STORAGE, INC. CLASS A | 3.4% |
|
CISCO SYSTEMS INC | 3.1% |
|
AKAMAI TECHNOLOGIES | 3.0% |
|
ORACLE CORP | 3.0% |
SKYY Underweight Relative to WCLD
|
SEMRUSH HOLDINGS, INC. CLASS A | -2.2% |
|
UIPATH INC CLASS A | -2.1% |
|
JFROG LTD. | -1.9% |
|
BILL.COM HOLDINGS, INC. | -1.9% |
|
BRAZE, INC. CLASS A | -1.9% |
|
CLEARWATER AN-A | -1.8% |
 |
CELLEBRITE DI LTD. | -1.6% |
|
SHOPIFY, INC. CLASS A | -1.6% |
|
AGILYSYS INC | -1.6% |
|
PROCORE TECHNOLOGIES INC | -1.6% |