Skip to main content

ETF comparison

ARKK vs SKYY

Both Thematic.

ARK Innovation ETF · First Trust Cloud Computing ETF

Holdings overlap

Weighted by ISIN/CUSIP
8.3 %

5 positions appear in both funds. Buying equal dollars of ARKK and SKYY would leave roughly 8.3% of each dollar exposed to the same underlying securities.

ARKK unmatched 88.5% Shared 8.3% SKYY unmatched 91.7%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In ARKK only
39 positions
Shared
5 positions
In SKYY only
59 positions

Side by side

ARKK

ARK Innovation ETF

ARK · Thematic

56 composite / 100
Expense ratio
0.75%
Net assets
$7.92B
TTM yield
0.00%
Top-10 conc.
47.6%
SKYY

First Trust Cloud Computing ETF

First Trust · Thematic

61 composite / 100
Expense ratio
0.60%
Net assets
$3.33B
TTM yield
0.00%
Top-10 conc.
36.2%

Sub-score comparison

25
Cost
40
78
Tax efficiency
78
96
Liquidity
79
46
Concentration
63
—
Tracking quality
—
ARKK sub-score SKYY

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SKYY is 15 bps cheaper than ARKK. On a $100,000 position that's about $150/yr more in fees for ARKK.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ARKK vs SKYY.

Top shared holdings

5 shared in total
# Holding In ARKK In SKYY Overlap
1 AMAZON.COM INC 2.95% 3.45% 2.95%
2 COREWEAVE INC 2.38% 2.97% 2.38%
3 SHOPIFY INC 4.36% 1.89% 1.89%
4 SNOWFLAKE INC 0.64% 0.65% 0.64%
5 ALPHABET INC 0.49% 3.68% 0.49%

Only in ARKK

39 total
  • TESLA INC 9.74%
  • TEMPUS AI INC 4.89%
  • SPACE EXPLORATION TECHNOLOGIES CORP 4.87%
  • CRISPR THERAPEUTICS AG 4.73%
  • COINBASE GLOBAL INC 4.17%
  • ADVANCED MICRO DEVICES INC 3.98%
  • CIRCLE INTERNET GROUP INC 3.90%
  • ROBINHOOD MARKETS INC 3.64%
  • TWIST BIOSCIENCE CORP 3.31%
  • 10X GENOMICS INC 3.30%

Only in SKYY

59 total
  • ARISTA NETWORKS INC 4.18%
  • DIGITALOCEAN HOLDINGS INC 3.95%
  • EVERPURE INC 3.89%
  • NUTANIX INC 3.84%
  • INTERNATIONAL BUSINESS MACHINES CORP 3.70%
  • MONGODB INC 3.27%
  • MICROSOFT CORP 3.25%
  • CLOUDFLARE INC 2.65%
  • CISCO SYSTEMS INC 2.55%
  • ORACLE CORP 2.55%

Percentages are holdings overlap with the named fund.

Open ARKK or SKYY at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.