SKYY vs ESGV: Holdings Overlap
SKYYFirst Trust Cloud Computing ETF
First Trust · 62 holdings · $3.1B · as of 2026-03-31
ESGVVanguard Esg U.S. Stock ETF
Vanguard · 1235 holdings · $13.1B · as of 2026-05-31
Holdings snapshots are 61 days apart (SKYY: 2026-03-31, ESGV: 2026-05-31). 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 SKYY and ESGV?
First Trust Cloud Computing ETF (SKYY, by First Trust) holds 62 positions; Vanguard Esg U.S. Stock ETF (ESGV, by Vanguard) holds 1235. 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
- 54SKYY holds 62 · ESGV holds 1235
- Weight in Shared Holdings
- SKYY 86%·ESGV 19%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 SKYY
8 of 62 positions (14.1% of the fund) are not held by ESGV.
Sector Breakdown
| Sector | SKYY | ESGV |
|---|---|---|
| Information Technology | 82.6% | 41.9% |
| Communication Services | 8.7% | 12.2% |
| Financials | 0.6% | 11.6% |
| Consumer Discretionary | 3.7% | 11.5% |
| Health Care | 0.6% | 9.4% |
| Other Sectors | 0.6% | 12.9% |
| Unclassified | 3.1% | 0.1% |
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 (3% of SKYY, 0% of ESGV).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| SKYY | +12.3% | +20.1% | +27.6% | +25.7% | +8.0% | +17.1% | — |
| ESGV | +3.6% | +13.9% | +23.4% | +21.2% | +11.9% | — | 0.84% |
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 SKYY vs ESGV →
Shared Holdings(54)
The top 10 shared positions account for 87% of the overlap, led by AMZN, MSFT and GOOGL.
 AMZNAmazon.com, Inc. COM | 3.68% | 4.40% | 3.68% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 3.50% | 5.66% | 3.50% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.42% | 3.74% | 3.42% |
 CSCOCisco Systems, Inc. COM | 2.42% | 0.81% | 0.81% |
 ORCLOracle Corp. COM | 3.76% | 0.64% | 0.64% |
 PANWPalo Alto Networks Inc COM | 0.67% | 0.38% | 0.38% |
 CRWDCrowdstrike Holdings, Inc., Class A | 0.65% | 0.31% | 0.31% |
 CRMSalesforce Inc. COM | 1.78% | 0.30% | 0.30% |
 ANETArista Networks Inc COM SHS | 3.41% | 0.28% | 0.28% |
 APPApplovin Corp. COM CL A | 1.70% | 0.25% | 0.25% |
 DELLDell Technologies, Inc., Class C | 2.06% | 0.22% | 0.22% |
 NOWServicenow Inc COM | 1.80% | 0.22% | 0.22% |
 ADBEAdobe Inc COM | 1.72% | 0.18% | 0.18% |
 INTUIntuit Inc COM | 0.65% | 0.15% | 0.15% |
 SNOWSnowflake, Inc., Class A | 0.55% | 0.14% | 0.14% |
 DDOGDatadog, Inc., Class A | 0.65% | 0.13% | 0.13% |
 NETCloudflare, Inc., Class A | 2.97% | 0.13% | 0.13% |
 HPEHewlett Packard Enterprise Co. COM | 2.06% | 0.10% | 0.10% |
 NTAPNetApp Inc. COM | 1.92% | 0.06% | 0.06% |
 WDAYWorkday, Inc., Class A | 0.60% | 0.05% | 0.05% |
 ZMZoom Communications, Inc., Class A | 0.67% | 0.05% | 0.05% |
 TWLOTwilio, Inc., Class A | 1.93% | 0.05% | 0.05% |
 MDBMongoDB, Inc., Class A | 2.31% | 0.04% | 0.04% |
 VEEVVeeva Systems, Inc., Class A | 0.60% | 0.04% | 0.04% |
 PEverpure, Inc., Class A | 3.41% | 0.04% | 0.04% |
Frequently Asked Questions
How much do SKYY and ESGV overlap?
SKYY and ESGV overlap by 15.5% of portfolio weight. They share 54 holdings (SKYY holds 62 positions and ESGV holds 1235), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SKYY and ESGV?
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 SKYY and ESGV?
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 SKYY own that ESGV doesn't?
8 positions (14.1% of SKYY) are unique to SKYY, led by IBM, CRWV and FSLY. In the other direction, 1181 positions (81.0% of ESGV) are unique to ESGV.