ETF comparison

QTUM vs SKYY

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 roughly 12.7% of each dollar exposed to the same underlying securities.

QTUM only 87.2% Shared 12.7% SKYY only 87.3%
In QTUM only
70 positions
Shared
13 positions
In SKYY only
50 positions

Side by side

QTUM

Defiance Quantum ETF

Defiance · Thematic

75 composite / 100
Expense ratio
0.40%
Net assets
$6.26B
TTM yield
0.80%
Top-10 conc.
20.1%
SKYY

First Trust Cloud Computing ETF

First Trust · Thematic

60 composite / 100
Expense ratio
0.60%
Net assets
$2.72B
TTM yield
0.00%
Top-10 conc.
35.5%

Sub-score comparison

60
Cost
40
76
Tax efficiency
78
91
Liquidity
75
86
Concentration
64
Tracking quality
QTUM sub-score SKYY

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with QTUM vs SKYY.

Top shared holdings

13 shared in total
# Holding In QTUM In SKYY Overlap
1 Cisco Systems Inc 1.25% 2.42% 1.25%
2 Cloudflare Inc 1.25% 2.97% 1.25%
3 Hewlett Packard Enterprise Co 1.22% 2.06% 1.22%
4 Alphabet Inc 1.16% 3.42% 1.16%
5 CoreWeave Inc 1.14% 3.01% 1.14%
6 Nutanix Inc 1.03% 3.69% 1.03%
7 IBM 1.00% 3.75% 1.00%
8 Microsoft Corp 1.00% 3.50% 1.00%
9 Salesforce Inc 0.91% 1.78% 0.91%
10 Oracle Corp 0.85% 3.76% 0.85%
11 MongoDB Inc 0.74% 2.30% 0.74%
12 Elastic NV 0.82% 0.59% 0.59%

Only in QTUM

70 total
  • Teradyne Inc 1.88%
  • Tower Semiconductor Ltd 1.79%
  • MKS Inc 1.77%
  • STMicroelectronics NV 1.70%
  • Nokia Oyj 1.67%
  • Lockheed Martin Corp 1.67%
  • Micron Technology Inc 1.66%
  • Orange SA 1.65%
  • Coherent Corp 1.65%
  • Lam Research Corp 1.64%

Only in SKYY

50 total
  • DigitalOcean Holdings Inc 3.85%
  • Amazon.com, Inc. 3.68%
  • Arista Networks Inc 3.41%
  • Everpure Inc. 3.41%
  • Lumen Technologies Inc 3.02%
  • Akamai Technologies, Inc. 2.89%
  • Fastly Inc. 2.82%
  • Dell Technologies Inc 2.06%
  • Twilio Inc 1.93%
  • NetApp Inc. 1.92%

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 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.