ETF comparison

QTUMvsSKYY

Both Thematic.

Defiance Quantum ETF · First Trust Cloud Computing ETF

Holdings overlap

Weighted by ISIN/CUSIP
12.7%

13 positions appear in both funds. Buying equal dollars of QTUM and SKYY would leave roughly12.7%of each dollar exposed to the same underlying securities.

QTUM only 86.6%Shared 12.7%SKYY only 87.3%
In QTUM only
73 positions
Shared
13 positions
In SKYY only
51 positions

Side by side

QTUM

Defiance Quantum ETF

Defiance · Thematic

72composite / 100
Expense ratio
0.40%
Net assets
$5.56B
TTM yield
0.81%
Top-10 conc.
29.3%
SKYY

First Trust Cloud Computing ETF

First Trust · Thematic

61composite / 100
Expense ratio
0.60%
Net assets
$3.39B
TTM yield
0.00%
Top-10 conc.
36.2%

Sub-score comparison

60
Cost
40
76
Tax efficiency
78
89
Liquidity
80
72
Concentration
63
Tracking quality
QTUMsub-scoreSKYY

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

QTUM is 20 bps cheaper than SKYY. On a $100,000 position that's about $200/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 thecost calculator pre-filled with QTUM vs SKYY.

Top shared holdings

13 shared in total
#HoldingIn QTUMIn SKYYOverlap
1Cloudflare Inc1.19%2.65%1.19%
2CoreWeave Inc1.11%2.97%1.11%
3IBM1.10%3.70%1.10%
4Nutanix Inc1.09%3.84%1.09%
5Alphabet Inc1.07%3.68%1.07%
6Amazon.com Inc1.06%3.45%1.06%
7Hewlett Packard Enterprise Co1.05%2.05%1.05%
8Cisco Systems Inc1.05%2.55%1.05%
9MongoDB Inc1.02%3.27%1.02%
10Microsoft Corp1.00%3.25%1.00%
11Oracle Corp0.77%2.55%0.77%
12Snowflake Inc1.13%0.65%0.65%

Only in QTUM

73 total
  • Arqit Quantum Inc2.41%
  • Horizon Quantum Holdings LTD2.38%
  • Quantinuum Inc1.57%
  • Astera Labs Inc1.55%
  • Applied Materials Inc1.55%
  • KLA Corp1.50%
  • MKS Inc1.50%
  • Onto Innovation Inc1.49%
  • Teradyne Inc1.48%
  • Lam Research Corp1.43%

Only in SKYY

51 total
  • ARISTA NETWORKS INC4.18%
  • DIGITALOCEAN HOLDINGS INC3.95%
  • EVERPURE INC3.89%
  • LUMEN TECHNOLOGIES INC2.28%
  • TWILIO INC2.12%
  • AKAMAI TECHNOLOGIES INC2.07%
  • DELL TECHNOLOGIES INC2.01%
  • RUBRIK INC2.00%
  • GITLAB INC1.93%
  • SERVICETITAN INC1.92%

Open QTUM 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 methodologyand 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.