SKYY vs VOO: Holdings Overlap
SKYYFirst Trust Cloud Computing ETF
First Trust · 62 holdings · $3.1B · as of 2026-03-31
Vanguard · 504 holdings · $1.03T · as of 2026-03-31
How similar are SKYY and VOO?
First Trust Cloud Computing ETF (SKYY, by First Trust) holds 62 positions; Vanguard 500 Index Fund (VOO, by Vanguard) holds 504. They have 21 holdings in common, and by portfolio weight the two funds are 13.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 13.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 21SKYY holds 62 · VOO holds 504
- Weight in Shared Holdings
- SKYY 44%·VOO 15%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
41 of 62 positions (56.3% of the fund) are not held by VOO. Showing the top 30 by weight.
Sector Breakdown
| Sector | SKYY | VOO |
|---|---|---|
| Information Technology | 82.6% | 32.7% |
| Financials | 0.6% | 12.4% |
| Communication Services | 8.7% | 10.5% |
| Consumer Discretionary | 3.7% | 9.9% |
| Health Care | 0.6% | 9.5% |
| Other Sectors | 0.6% | 24.9% |
| Unclassified | 3.1% | 0.0% |
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 VOO).
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% | — |
| VOO | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.03% |
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 VOO →
Shared Holdings(21)
The top 10 shared positions account for 92% of the overlap, led by AMZN, MSFT and GOOGL.
 AMZNAmazon.com, Inc. COM | 3.68% | 3.64% | 3.64% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 3.50% | 4.91% | 3.50% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.42% | 2.99% | 2.99% |
 CSCOCisco Systems, Inc. COM | 2.42% | 0.55% | 0.55% |
 ORCLOracle Corp. COM | 3.76% | 0.45% | 0.45% |
 IBMInternational Business Machines Corp. COM | 3.75% | 0.41% | 0.41% |
 CRMSalesforce Inc. COM | 1.78% | 0.31% | 0.31% |
 PANWPalo Alto Networks Inc COM | 0.67% | 0.23% | 0.23% |
 ANETArista Networks Inc COM SHS | 3.41% | 0.23% | 0.23% |
 INTUIntuit Inc COM | 0.65% | 0.22% | 0.22% |
 NOWServicenow Inc COM | 1.80% | 0.20% | 0.20% |
 APPApplovin Corp. COM CL A | 1.70% | 0.19% | 0.19% |
 ADBEAdobe Inc COM | 1.72% | 0.18% | 0.18% |
 CRWDCrowdstrike Holdings, Inc., Class A | 0.65% | 0.18% | 0.18% |
 DELLDell Technologies, Inc., Class C | 2.06% | 0.09% | 0.09% |
 DDOGDatadog, Inc., Class A | 0.65% | 0.07% | 0.07% |
 HPEHewlett Packard Enterprise Co. COM | 2.06% | 0.06% | 0.06% |
 WDAYWorkday, Inc., Class A | 0.60% | 0.05% | 0.05% |
 NTAPNetApp Inc. COM | 1.92% | 0.04% | 0.04% |
 AKAMAkamai Technologies, Inc. COM | 2.89% | 0.03% | 0.03% |
 TTDTrade Desk, Inc. (The), Class A | 0.59% | 0.02% | 0.02% |
Frequently Asked Questions
How much do SKYY and VOO overlap?
SKYY and VOO overlap by 13.6% of portfolio weight. They share 21 holdings (SKYY holds 62 positions and VOO holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SKYY and VOO?
The two portfolios are 13.6% 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 VOO?
The largest positions held by both funds are AMZN, MSFT, GOOGL, CSCO and ORCL. Together the top 10 shared positions account for 92% of the total overlap.
What does SKYY own that VOO doesn't?
41 positions (56.3% of SKYY) are unique to SKYY, led by DOCN, NTNX and P. In the other direction, 483 positions (84.8% of VOO) are unique to VOO.