ETF comparison
ARKW vs SKYY
Both Thematic.
ARK Next Generation Technology ETF · First Trust Cloud Computing ETF
Holdings overlap
13 positions appear in both funds. Buying equal dollars of ARKW and SKYY would leave roughly 18.3% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SKYY is 16 bps cheaper than ARKW. On a $100,000 position that's about $160/yr more in fees for ARKW.
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 ARKW vs SKYY.
Top shared holdings
13 shared in total| # | Holding | In ARKW | In SKYY | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM INC | 4.44% | 3.45% | 3.45% |
| 2 | COREWEAVE INC | 3.20% | 2.97% | 2.97% |
| 3 | CLOUDFLARE INC | 2.13% | 2.65% | 2.13% |
| 4 | SHOPIFY INC | 4.47% | 1.89% | 1.89% |
| 5 | EVERPURE INC | 1.58% | 3.89% | 1.58% |
| 6 | RUBRIK INC | 1.49% | 2.00% | 1.49% |
| 7 | GITLAB INC | 1.35% | 1.93% | 1.35% |
| 8 | TOAST INC | 1.44% | 0.70% | 0.70% |
| 9 | DATADOG INC | 2.62% | 0.69% | 0.69% |
| 10 | CROWDSTRIKE HOLDINGS INC | 2.62% | 0.68% | 0.68% |
| 11 | SNOWFLAKE INC | 1.29% | 0.65% | 0.65% |
| 12 | FIGMA INC | 1.21% | 0.46% | 0.46% |
Only in ARKW
28 total- TESLA INC 7.48%
- ADVANCED MICRO DEVICES INC 7.44%
- ARK 21SHARES BITCOIN ETF 4.90%
- ROBINHOOD MARKETS INC 4.56%
- ALPHABET INC 4.07%
- BLOCK INC 3.61%
- CIRCLE INTERNET GROUP INC 3.60%
- COINBASE GLOBAL INC 3.43%
- SPACE EXPLORATION TECHNOLOGIES CORP 3.35%
- META PLATFORMS INC 2.83%
Only in SKYY
51 total- ARISTA NETWORKS INC 4.18%
- DIGITALOCEAN HOLDINGS INC 3.95%
- NUTANIX INC 3.84%
- INTERNATIONAL BUSINESS MACHINES CORP 3.70%
- MONGODB INC 3.27%
- MICROSOFT CORP 3.25%
- CISCO SYSTEMS INC 2.55%
- ORACLE CORP 2.55%
- LUMEN TECHNOLOGIES INC 2.28%
- TWILIO INC 2.12%
Related comparisons
More comparisons with ARKW
- ARKW vs XLK · State Street Technology Select Sector SPDR ETF 12.4%
- ARKW vs CIBR · First Trust NASDAQ Cybersecurity ETF 10.9%
- ARKW vs VGT · Vanguard Information Technology Index Fund ETF Shares 10.8%
- ARKW vs QTUM · Defiance Quantum ETF 10.5%
- ARKW vs HACK · Amplify Cybersecurity ETF 8.5%
- ARKW vs BOTZ · Global X Robotics & Artificial Intelligence ETF 3.9%
More comparisons with SKYY
- SKYY vs VGT · Vanguard Information Technology Index Fund ETF Shares 16.9%
- SKYY vs XLK · State Street Technology Select Sector SPDR ETF 15.9%
- SKYY vs HACK · Amplify Cybersecurity ETF 13.5%
- SKYY vs QTUM · Defiance Quantum ETF 12.7%
- SKYY vs ARKK · ARK Innovation ETF 8.3%
- SKYY vs ARKF · ARK Blockchain & Fintech Innovation ETF 6.7%
Percentages are holdings overlap with the named fund.
Open ARKW 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.