Data as of . Every figure is the themes desk's own, on published data.
IGV vs SKYY
21% of the two portfolios are the same securities at the same weight.
What they hold in common
By the books each fund has filed, IGV and SKYY hold 21% of their money in the same securities at the same weight.
| Holding | IGV | SKYY |
|---|---|---|
| Microsoft Corp. | 8.08% | 3.62% |
| Oracle Corp. | 6.26% | 2.30% |
| Salesforce, Inc. | 4.81% | 2.21% |
| ServiceNow, Inc. | 3.87% | 1.85% |
| Adobe, Inc. | 3.13% | 1.68% |
| AppLovin Corp. | 4.76% | 0.85% |
| Workday, Inc. | 0.94% | 0.73% |
| Palo Alto Networks, Inc. | 10.38% | 0.64% |
| Crowdstrike Holdings, Inc. | 7.29% | 0.63% |
| Intuit, Inc. | 2.73% | 0.55% |
| Zscaler, Inc. | 0.55% | 0.66% |
| Zoom Communications, Inc. | 0.87% | 0.54% |
| Only in IGV | Only in SKYY |
|---|---|
| Palantir Technologies, Inc. 7.71% | Everpure, Inc. (Class A) 4.09% |
| Cadence Design Systems, Inc. 3.92% | Arista Networks, Inc. 3.97% |
| Fortinet, Inc. 3.62% | Amazon.com, Inc. 3.12% |
| Synopsys, Inc. 3.23% | MongoDB, Inc. 2.99% |
| Electronic Arts, Inc. 1.75% | Alphabet Inc. (Class A) 2.91% |
| Take-Two Interactive Software, Inc. 1.65% | International Business Machines Corporat 2.58% |
| Autodesk, Inc. 1.55% | Cloudflare, Inc. (Class A) 2.51% |
| Roper Technologies, Inc. 1.29% | DigitalOcean Holdings, Inc. 2.35% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings as filed for Jun 30, 2026 and Sep 4, 2026.
Performance, window by window
| Window | Total return | vs the S&P 500 | vs the Nasdaq-100 | |||
|---|---|---|---|---|---|---|
| IGV | SKYY | IGV | SKYY | IGV | SKYY | |
| 3 months | +9.1% | +14.8% | +4.4 pts | +10.1 pts | +7.0 pts | +12.7 pts |
| 6 months | +18.9% | +42.8% | +3.7 pts | +27.6 pts | −1.3 pts | +22.6 pts |
| 1 year | −2.1% | +26.4% | −22.1 pts | +6.5 pts | −27.7 pts | +0.9 pts |
| 3 years | +43.9% | +98.2% | −34.1 pts | +20.2 pts | −49.6 pts | +4.7 pts |
| Since launch | +1031.5% | +723.9% | +220.2 pts | +74.8 pts | −652.5 pts | −579.0 pts |
| IGV iShares Expanded Tech-Software Sector ETF | SKYY First Trust Cloud Computing ETF | |
|---|---|---|
| Issuer | iShares | First Trust |
| Theme | Cloud and software | Cloud and software |
| In the S&P 500 | 83.2% | 38.4% |
| Active share vs the S&P 500 | 92.4% | 86.5% |
| In the Nasdaq-100 | 66.9% | 19.9% |
| Holdings | 107 | 64 |
| Top ten, share of the fund | 60.7% | 32.7% |
| Expense ratio | not published | 0.60% |
| Fee for the differing part | not published | 0.69% |
| Total return, 1 year | −2.1% | +26.4% |
| vs the S&P 500 | −22.1 pts | +6.5 pts |
| vs the Nasdaq-100 | −27.7 pts | +0.9 pts |
| Below its high | −11.2% | −4.3% |
IGV in plain words
By weight, 83% of IGV's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 92%. The top ten holdings are 61% of the fund across 107 positions, as filed for Jun 30, 2026. Over the year to Sep 4, 2026 the fund returned −2.1% with distributions reinvested against +20.0% for the S&P 500, so a holder was behind by 22.1 pts. It sits 11.2% below its all-time high of Sep 22, 2025.
SKYY in plain words
By weight, 38% of SKYY's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 86%. The top ten holdings are 33% of the fund across 64 positions, as filed for Sep 3, 2026. Over the year to Sep 4, 2026 the fund returned +26.4% with distributions reinvested against +20.0% for the S&P 500, so a holder was ahead by 6.5 pts.
Questions people ask
- Do IGV and SKYY hold the same stocks?
- By their latest filings, 21% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
- Which is more different from the S&P 500, IGV or SKYY?
- IGV has 83% of its weight in S&P 500 names and SKYY has 38%, so IGV differs more from the index.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IGV against SKYY, data as of Sep 4, 2026. https://etfiq.com/compare/themes/IGV-SKYY.html Free to use with attribution; the underlying files are at Open data.