ESGV vs SKYY: Holdings Overlap
ESGVVanguard Esg U.S. Stock ETF
Vanguard · 1235 holdings · $13.1B · as of 2026-05-31
SKYYFirst Trust Cloud Computing ETF
First Trust · 62 holdings · $3.1B · as of 2026-03-31
Holdings snapshots are 61 days apart (ESGV: 2026-05-31, SKYY: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are ESGV and SKYY?
Vanguard Esg U.S. Stock ETF (ESGV, by Vanguard) holds 1235 positions; First Trust Cloud Computing ETF (SKYY, by First Trust) holds 62. They have 54 holdings in common, and by portfolio weight the two funds are 15.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 15.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 54ESGV holds 1235 · SKYY holds 62
- Weight in Shared Holdings
- ESGV 19%·SKYY 86%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in ESGV
1181 of 1235 positions (81.0% of the fund) are not held by SKYY. Showing the top 30 by weight.
Sector Breakdown
| Sector | ESGV | SKYY |
|---|---|---|
| Information Technology | 41.9% | 82.6% |
| Communication Services | 12.2% | 8.7% |
| Financials | 11.6% | 0.6% |
| Consumer Discretionary | 11.5% | 3.7% |
| Health Care | 9.4% | 0.6% |
| Other Sectors | 12.9% | 0.6% |
| Unclassified | 0.1% | 3.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (0% of ESGV, 3% of SKYY).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ESGV | +3.6% | +13.9% | +23.4% | +21.2% | +11.9% | — | 0.84% |
| SKYY | +12.3% | +20.1% | +27.6% | +25.7% | +8.0% | +17.1% | — |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in ESGV vs SKYY →
Shared Holdings(54)
The top 10 shared positions account for 87% of the overlap, led by AMZN, MSFT and GOOGL.
 AMZNAmazon.com, Inc. COM | 4.40% | 3.68% | 3.68% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 5.66% | 3.50% | 3.50% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.74% | 3.42% | 3.42% |
 CSCOCisco Systems, Inc. COM | 0.81% | 2.42% | 0.81% |
 ORCLOracle Corp. COM | 0.64% | 3.76% | 0.64% |
 PANWPalo Alto Networks Inc COM | 0.38% | 0.67% | 0.38% |
 CRWDCrowdstrike Holdings, Inc., Class A | 0.31% | 0.65% | 0.31% |
 CRMSalesforce Inc. COM | 0.30% | 1.78% | 0.30% |
 ANETArista Networks Inc COM SHS | 0.28% | 3.41% | 0.28% |
 APPAppLovin Corp., Class A | 0.25% | 1.70% | 0.25% |
 DELLDell Technologies, Inc., Class C | 0.22% | 2.06% | 0.22% |
 NOWServicenow Inc COM | 0.22% | 1.80% | 0.22% |
 ADBEAdobe Inc COM | 0.18% | 1.72% | 0.18% |
 INTUIntuit Inc COM | 0.15% | 0.65% | 0.15% |
 SNOWSnowflake, Inc., Class A | 0.14% | 0.55% | 0.14% |
 DDOGDatadog, Inc., Class A | 0.13% | 0.65% | 0.13% |
 NETCloudflare, Inc., Class A | 0.13% | 2.97% | 0.13% |
 HPEHewlett Packard Enterprise Co. COM | 0.10% | 2.06% | 0.10% |
 NTAPNetApp Inc. COM | 0.06% | 1.92% | 0.06% |
 WDAYWorkday, Inc., Class A | 0.05% | 0.60% | 0.05% |
 ZMZoom Communications, Inc., Class A | 0.05% | 0.67% | 0.05% |
 TWLOTwilio, Inc., Class A | 0.05% | 1.93% | 0.05% |
 MDBMongoDB, Inc., Class A | 0.04% | 2.31% | 0.04% |
 VEEVVeeva Systems, Inc., Class A | 0.04% | 0.60% | 0.04% |
 PEverpure, Inc., Class A | 0.04% | 3.41% | 0.04% |
Frequently Asked Questions
How much do ESGV and SKYY overlap?
ESGV and SKYY overlap by 15.5% of portfolio weight. They share 54 holdings (ESGV holds 1235 positions and SKYY holds 62), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ESGV and SKYY?
The two portfolios are 15.5% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of ESGV and SKYY?
The largest positions held by both funds are AMZN, MSFT, GOOGL, CSCO and ORCL. Together the top 10 shared positions account for 87% of the total overlap.
What does ESGV own that SKYY doesn't?
1181 positions (81.0% of ESGV) are unique to ESGV, led by NVDA, AAPL and AVGO. In the other direction, 8 positions (14.1% of SKYY) are unique to SKYY.