ETF comparison
SKYY vs VGT
Thematic vs Technology.
First Trust Cloud Computing ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
50 positions appear in both funds. Buying equal dollars of SKYY and VGT would leave roughly 16.9% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VGT is 51 bps cheaper than SKYY. On a $100,000 position that's about $510/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 SKYY vs VGT.
Top shared holdings
50 shared in total| # | Holding | In SKYY | In VGT | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp. | 3.50% | 10.30% | 3.50% |
| 2 | Cisco Systems, Inc. | 2.42% | 1.63% | 1.63% |
| 3 | Oracle Corp. | 3.76% | 1.25% | 1.25% |
| 4 | International Business Machines Corp. | 3.75% | 1.16% | 1.16% |
| 5 | Salesforce Inc. | 1.78% | 0.97% | 0.97% |
| 6 | Arista Networks Inc | 3.41% | 0.77% | 0.77% |
| 7 | Palo Alto Networks Inc | 0.67% | 0.65% | 0.65% |
| 8 | Intuit Inc | 0.65% | 0.61% | 0.61% |
| 9 | Adobe Inc | 1.72% | 0.61% | 0.61% |
| 10 | Servicenow Inc | 1.80% | 0.59% | 0.59% |
| 11 | Applovin Corp. | 1.70% | 0.55% | 0.55% |
| 12 | Crowdstrike Holdings Inc | 0.65% | 0.51% | 0.51% |
Only in SKYY
13 total- Amazon.com, Inc. 3.68%
- Alphabet Inc. 3.42%
- Lumen Technologies Inc 3.02%
- Shopify Inc 1.82%
- Wix.com Limited 1.58%
- SAP SE 1.05%
- Paylocity Holding Corporation 0.63%
- Toast Inc 0.60%
- Paycom Software Inc 0.60%
- Veeva Systems Inc 0.60%
Only in VGT
269 total- NVIDIA Corp 17.27%
- Apple Inc 15.06%
- Broadcom Inc 4.31%
- Micron Technology Inc 2.41%
- Advanced Micro Devices Inc 1.65%
- Applied Materials Inc 1.59%
- Lam Research Corp 1.57%
- Palantir Technologies Inc 1.57%
- KLA Corp 1.10%
- Intel Corp 1.09%
Open SKYY or VGT 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.