IJT vs SKYY: Holdings Overlap
IJTiShares S&P Small-Cap 600 Growth ETF
iShares · 341 holdings · $8.5B · as of 2026-03-31
SKYYFirst Trust Cloud Computing ETF
First Trust · 62 holdings · $3.1B · as of 2026-03-31
How similar are IJT and SKYY?
iShares S&P Small-Cap 600 Growth ETF (IJT, by iShares) holds 341 positions; First Trust Cloud Computing ETF (SKYY, by First Trust) holds 62. They have 6 holdings in common, and by portfolio weight the two funds are 2.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 2.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 6IJT holds 341 · SKYY holds 62
- Weight in Shared Holdings
- IJT 2%·SKYY 10%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 IJT
335 of 341 positions (97.1% of the fund) are not held by SKYY. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJT | SKYY |
|---|---|---|
| Information Technology | 15.7% | 82.6% |
| Industrials | 22.0% | 0.6% |
| Health Care | 15.2% | 0.6% |
| Financials | 14.3% | 0.6% |
| Consumer Discretionary | 10.8% | 3.7% |
| Other Sectors | 20.3% | 8.7% |
| Unclassified | 1.0% | 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 (1% of IJT, 3% of SKYY).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJT | +1.2% | +25.8% | +33.4% | +15.2% | +6.7% | +11.1% | 0.68% |
| 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 IJT vs SKYY →
Shared Holdings(6)
The top 6 shared positions account for 100% of the overlap, led by DOCN, LUMN and BOX.
 DOCNDigitalOcean Holdings Inc COM | 0.90% | 3.85% | 0.90% |
|---|---|---|---|
 LUMNLumen Technologies Inc COM | 0.39% | 3.02% | 0.39% |
 BOXBox, Inc., Class A | 0.29% | 0.62% | 0.29% |
 QTWOQ2 Holdings Inc COM | 0.25% | 0.61% | 0.25% |
 BLBlackline Inc COM | 0.24% | 0.65% | 0.24% |
 RNGRingCentral, Inc., Class A | 0.22% | 1.51% | 0.22% |
Frequently Asked Questions
How much do IJT and SKYY overlap?
IJT and SKYY overlap by 2.3% of portfolio weight. They share 6 holdings (IJT holds 341 positions and SKYY holds 62), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJT and SKYY?
The two portfolios are 2.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IJT and SKYY?
The largest positions held by both funds are DOCN, LUMN, BOX, QTWO and BL. Together the top 6 shared positions account for 100% of the total overlap.
What does IJT own that SKYY doesn't?
335 positions (97.1% of IJT) are unique to IJT, led by PRIM, VIAV and AGX. In the other direction, 56 positions (89.7% of SKYY) are unique to SKYY.