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 15.9% of each dollar exposed to the same underlying securities.
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.
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 | 3.25% | 8.38% | 3.25% |
| 2 | CISCO SYSTEMS INC | 2.55% | 2.58% | 2.55% |
| 3 | INTERNATIONAL BUSINESS MACHINES CORP | 3.70% | 1.47% | 1.47% |
| 4 | ORACLE CORP | 2.55% | 1.39% | 1.39% |
| 5 | ARISTA NETWORKS INC | 4.18% | 0.98% | 0.98% |
| 6 | PALO ALTO NETWORKS INC | 0.79% | 1.54% | 0.79% |
| 7 | APPLOVIN CORP | 1.65% | 0.77% | 0.77% |
| 8 | SALESFORCE INC | 1.61% | 0.71% | 0.71% |
| 9 | DELL TECHNOLOGIES INC | 2.01% | 0.70% | 0.70% |
| 10 | CROWDSTRIKE HOLDINGS INC | 0.68% | 1.08% | 0.68% |
| 11 | SERVICENOW INC | 1.57% | 0.57% | 0.57% |
| 12 | DATADOG INC | 0.69% | 0.48% | 0.48% |
Only in SKYY
46 total- DIGITALOCEAN HOLDINGS INC 3.95%
- EVERPURE INC 3.89%
- NUTANIX INC 3.84%
- ALPHABET INC 3.68%
- AMAZON.COM INC 3.45%
- MONGODB INC 3.27%
- COREWEAVE INC 2.97%
- CLOUDFLARE INC 2.65%
- LUMEN TECHNOLOGIES INC 2.28%
- TWILIO INC 2.12%
Only in XLK
56 total- NVIDIA Corp 14.65%
- Apple Inc 12.85%
- Micron Technology Inc 5.42%
- Broadcom Inc 5.41%
- Advanced Micro Devices Inc 5.28%
- Intel Corp 3.68%
- Applied Materials Inc 3.20%
- Lam Research Corp 3.02%
- KLA Corp 2.20%
- Sandisk Corp 1.88%
Related comparisons
More comparisons with SKYY
- SKYY vs HACK · Amplify Cybersecurity ETF 13.5%
- SKYY vs QTUM · Defiance Quantum ETF 12.7%
- SKYY vs ARKK · ARK Innovation ETF 8.3%
- SKYY vs ARKF · ARK Blockchain & Fintech Innovation ETF 6.7%
- SKYY vs ARKQ · ARK Autonomous Technology & Robotics ETF 3.8%
- SKYY vs GRID · First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3.7%
More comparisons with XLK
- XLK vs ARKQ · ARK Autonomous Technology & Robotics ETF 12.9%
- XLK vs ARKW · ARK Next Generation Technology ETF 12.4%
- XLK vs HACK · Amplify Cybersecurity ETF 11.4%
- XLK vs ARKK · ARK Innovation ETF 9.1%
- XLK vs ARKF · ARK Blockchain & Fintech Innovation ETF 8.6%
- XLK vs BOTZ · Global X Robotics & Artificial Intelligence ETF 8.3%
Percentages are holdings overlap with the named fund.
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.