SKYY vs VOT: Holdings Overlap
SKYYFirst Trust Cloud Computing ETF
First Trust · 62 holdings · $3.1B · as of 2026-03-31
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
How similar are SKYY and VOT?
First Trust Cloud Computing ETF (SKYY, by First Trust) holds 62 positions; Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130. They have 11 holdings in common, and by portfolio weight the two funds are 6.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 11SKYY holds 62 · VOT holds 130
- Weight in Shared Holdings
- SKYY 15%·VOT 7%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
51 of 62 positions (84.7% of the fund) are not held by VOT. Showing the top 30 by weight.
Only in VOT
119 of 130 positions (93.2% of the fund) are not held by SKYY. Showing the top 30 by weight.
Sector Breakdown
| Sector | SKYY | VOT |
|---|---|---|
| Information Technology | 82.6% | 22.5% |
| Industrials | 0.6% | 25.1% |
| Consumer Discretionary | 3.7% | 15.2% |
| Health Care | 0.6% | 10.5% |
| Communication Services | 8.7% | 4.0% |
| Other Sectors | 0.6% | 22.5% |
| 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 VOT).
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% | — |
| VOT | +1.9% | +10.1% | +7.1% | +14.7% | +5.4% | +11.9% | 0.59% |
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 VOT →
Shared Holdings(11)
The top 10 shared positions account for 98% of the overlap, led by NET, DDOG and WDAY.
 NETCloudflare, Inc., Class A | 2.97% | 1.62% | 1.62% |
|---|---|---|---|
 DDOGDatadog, Inc., Class A | 0.65% | 1.01% | 0.65% |
 WDAYWorkday, Inc., Class A | 0.60% | 0.72% | 0.60% |
 VEEVVeeva Systems, Inc., Class A | 0.60% | 0.68% | 0.60% |
 CRWVCoreWeave, Inc., Class A | 3.01% | 0.58% | 0.58% |
 SNOWSnowflake, Inc., Class A | 0.55% | 0.64% | 0.55% |
 MDBMongoDB, Inc., Class A | 2.31% | 0.49% | 0.49% |
 ZSZscaler Inc COM | 0.59% | 0.38% | 0.38% |
 TEAMAtlassian Corporation CL A | 1.69% | 0.30% | 0.30% |
 HUBSHubspot Inc COM | 1.71% | 0.16% | 0.16% |
 TTDTrade Desk, Inc. (The), Class A | 0.59% | 0.13% | 0.13% |
Frequently Asked Questions
How much do SKYY and VOT overlap?
SKYY and VOT overlap by 6.1% of portfolio weight. They share 11 holdings (SKYY holds 62 positions and VOT holds 130), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SKYY and VOT?
The two portfolios are 6.1% 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 VOT?
The largest positions held by both funds are NET, DDOG, WDAY, VEEV and CRWV. Together the top 10 shared positions account for 98% of the total overlap.
What does SKYY own that VOT doesn't?
51 positions (84.7% of SKYY) are unique to SKYY, led by DOCN, ORCL and IBM. In the other direction, 119 positions (93.2% of VOT) are unique to VOT.