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ETF comparison

KOMP vs SKYY

Both Thematic.

State Street SPDR S&P Kensho New Economies Composite ETF · First Trust Cloud Computing ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.5 %

23 positions appear in both funds. Buying equal dollars of KOMP and SKYY would leave roughly 3.5% of each dollar exposed to the same underlying securities.

KOMP unmatched 96.3% Shared 3.5% SKYY unmatched 96.5%

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 KOMP only
478 positions
Shared
23 positions
In SKYY only
41 positions

Side by side

KOMP

State Street SPDR S&P Kensho New Economies Composite ETF

State Street · Thematic

81 composite / 100
Expense ratio
0.20%
Net assets
$2.63B
TTM yield
1.63%
Top-10 conc.
9.9%
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

80
Cost
40
75
Tax efficiency
78
75
Liquidity
79
100
Concentration
63
—
Tracking quality
—
KOMP sub-score SKYY

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

Cost difference

KOMP is 40 bps cheaper than SKYY. On a $100,000 position that's about $400/yr more in fees for SKYY.

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 KOMP vs SKYY.

Top shared holdings

23 shared in total
# Holding In KOMP In SKYY Overlap
1 Cisco Systems Inc 0.34% 2.55% 0.34%
2 ServiceNow Inc 0.22% 1.57% 0.22%
3 Palo Alto Networks Inc 0.19% 0.79% 0.19%
4 Datadog Inc 0.19% 0.69% 0.19%
5 Box Inc 0.19% 0.64% 0.19%
6 Dropbox Inc 0.18% 0.67% 0.18%
7 Crowdstrike Holdings Inc 0.18% 0.68% 0.18%
8 Asana Inc 0.17% 0.50% 0.17%
9 Atlassian Corp 0.17% 1.42% 0.17%
10 Twilio Inc 0.17% 2.12% 0.17%
11 RingCentral Inc 0.16% 1.43% 0.16%
12 Workiva Inc 0.16% 1.73% 0.16%

Only in KOMP

478 total
  • Ouster Inc 1.33%
  • 3D Systems Corp 1.09%
  • Himax Technologies Inc 1.06%
  • Ambarella Inc 1.04%
  • Twist Bioscience Corp 1.01%
  • Bruker Corp 0.97%
  • Elbit Systems Ltd 0.92%
  • AeroVironment Inc 0.88%
  • KLA Corp 0.83%
  • Stratasys Ltd 0.76%

Only in SKYY

41 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%
  • ALPHABET INC 3.68%
  • AMAZON.COM INC 3.45%
  • MONGODB INC 3.27%
  • COREWEAVE INC 2.97%
  • ORACLE CORP 2.55%

Related comparisons

More comparisons with KOMP

More comparisons with SKYY

Percentages are holdings overlap with the named fund.

Open KOMP or SKYY at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.