ETF comparison
SKYY vs XLK
Thematic vs Technology.
First Trust Cloud Computing ETF · State Street Technology Select Sector SPDR ETF
Holdings overlap
18 positions appear in both funds. Buying equal dollars of SKYY and XLK would leave roughly 19.3% 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
XLK is 52 bps cheaper than SKYY. On a $100,000 position that's about $520/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 XLK.
Top shared holdings
18 shared in total| # | Holding | In SKYY | In XLK | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp. | 3.50% | 10.05% | 3.50% |
| 2 | Cisco Systems, Inc. | 2.42% | 2.73% | 2.42% |
| 3 | Oracle Corp. | 3.76% | 2.22% | 2.22% |
| 4 | International Business Machines Corp. | 3.75% | 2.02% | 2.02% |
| 5 | Salesforce Inc. | 1.78% | 1.56% | 1.56% |
| 6 | Arista Networks Inc | 3.41% | 1.13% | 1.13% |
| 7 | Servicenow Inc | 1.80% | 0.97% | 0.97% |
| 8 | Applovin Corp. | 1.70% | 0.96% | 0.96% |
| 9 | Adobe Inc | 1.72% | 0.89% | 0.89% |
| 10 | Palo Alto Networks Inc | 0.67% | 1.15% | 0.67% |
| 11 | Intuit Inc | 0.65% | 1.07% | 0.65% |
| 12 | Crowdstrike Holdings Inc | 0.65% | 0.88% | 0.65% |
Only in SKYY
45 total- DigitalOcean Holdings Inc 3.85%
- Nutanix Inc 3.69%
- Amazon.com, Inc. 3.68%
- Alphabet Inc. 3.42%
- Everpure Inc. 3.41%
- Lumen Technologies Inc 3.02%
- CoreWeave Inc. 3.01%
- Cloudflare Inc 2.97%
- Fastly Inc. 2.82%
- MongoDB Inc. 2.30%
Only in XLK
56 total- NVIDIA Corp 15.50%
- Apple Inc 13.63%
- Broadcom Inc 5.37%
- Micron Technology Inc 3.39%
- Palantir Technologies Inc 2.98%
- Advanced Micro Devices Inc 2.95%
- Applied Materials Inc 2.42%
- Lam Research Corp 2.38%
- Intel Corp 1.85%
- KLA Corp 1.72%
Open SKYY or XLK 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.