ETF comparison
SKYY vs VGT
Thematic vs Technology.
First Trust Cloud Computing ETF · Vanguard Information Technology Index Fund ETF Shares
Holdings overlap
50 positions appear in both funds. Buying equal dollars of SKYY and VGT would leave roughly 16.5% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VGT is 51 bps cheaper than SKYY. On a $100,000 position that's about $510/yr more in fees for SKYY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SKYY vs VGT.
Top shared holdings
50 shared in total| # | Holding | In SKYY | In VGT | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 3.25% | 11.32% | 3.25% |
| 2 | CISCO SYSTEMS INC | 2.55% | 1.72% | 1.72% |
| 3 | ORACLE CORP | 2.55% | 0.97% | 0.97% |
| 4 | INTERNATIONAL BUSINESS MACHINES CORP | 3.70% | 0.86% | 0.86% |
| 5 | SALESFORCE INC | 1.61% | 0.85% | 0.85% |
| 6 | ARISTA NETWORKS INC | 4.18% | 0.85% | 0.85% |
| 7 | PALO ALTO NETWORKS INC | 0.79% | 1.24% | 0.79% |
| 8 | CROWDSTRIKE HOLDINGS INC | 0.68% | 0.93% | 0.68% |
| 9 | SERVICENOW INC | 1.57% | 0.62% | 0.62% |
| 10 | DELL TECHNOLOGIES INC | 2.01% | 0.58% | 0.58% |
| 11 | ADOBE INC | 1.55% | 0.51% | 0.51% |
| 12 | SNOWFLAKE INC | 0.65% | 0.47% | 0.47% |
Only in SKYY
14 total- ALPHABET INC 3.68%
- AMAZON.COM INC 3.45%
- LUMEN TECHNOLOGIES INC 2.28%
- SHOPIFY INC 1.89%
- APPLOVIN CORP 1.65%
- SAP SE 1.11%
- WIX.COM LTD 1.06%
- TOAST INC 0.70%
- VEEVA SYSTEMS INC 0.67%
- OPEN TEXT CORP 0.61%
Only in VGT
268 total- NVIDIA Corp 17.77%
- Apple Inc 15.83%
- Micron Technology Inc 4.19%
- Broadcom Inc 4.05%
- Advanced Micro Devices Inc 2.96%
- Palantir Technologies Inc 1.62%
- Intel Corp 1.54%
- Lam Research Corp 1.49%
- Applied Materials Inc 1.44%
- Texas Instruments Inc 0.95%
Related comparisons
More comparisons with SKYY
- SKYY vs XLK · State Street Technology Select Sector SPDR ETF 15.9%
- SKYY vs HACK · Amplify Cybersecurity ETF 13.5%
- SKYY vs QTUM · Defiance Quantum ETF 12.7%
- SKYY vs ARKK · ARK Innovation ETF 8.3%
- SKYY vs ARKF · ARK Blockchain & Fintech Innovation ETF 6.7%
- SKYY vs ARKQ · ARK Autonomous Technology & Robotics ETF 3.8%
More comparisons with VGT
- VGT vs CIBR · First Trust NASDAQ Cybersecurity ETF 14.7%
- VGT vs KOMP · State Street SPDR S&P Kensho New Economies Composite ETF 11.2%
- VGT vs ARKW · ARK Next Generation Technology ETF 11.2%
- VGT vs ARKQ · ARK Autonomous Technology & Robotics ETF 10.5%
- VGT vs BOTZ · Global X Robotics & Artificial Intelligence ETF 9.9%
- VGT vs HACK · Amplify Cybersecurity ETF 9.8%
Percentages are holdings overlap with the named fund.
Open SKYY or VGT at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.