Do CLOD and SKYY hold the same stocks?

By their latest filings, 32% 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, CLOD or SKYY?

CLOD has 70% of its weight in S&P 500 names and SKYY has 41%, so CLOD differs more from the index.

Which is cheaper, CLOD or SKYY?

CLOD charges 0.35% a year and SKYY charges 0.60%, so CLOD is cheaper. Fees come from each fund's prospectus.

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CLOD vs SKYY: which is really different?

CLOD and SKYY hold 32% of their weight in the same names, and SKYY returned +22.0% over the year. Themes Cloud Computing ETF and First Trust Cloud Computing ETF.

70.1%

CLOD in the S&P 500

41.3%

SKYY in the S&P 500

+0.1%

CLOD total return, 1 year

+22.0%

SKYY total return, 1 year

CLOD · 1 year to Sep 30, 202630% of its weight is outside the S&P 500

70% of CLOD's weight is in S&P 500 companies and 30% is outside the index

SKYY · 1 year to Sep 30, 202659% of its weight is outside the S&P 500

41% of SKYY's weight is in S&P 500 companies and 59% is outside the index

ETFIQ Off-Index Score · CLOD scores higherHow much of it is not the index it is sold as an alternative to?

CLOD 21.2

SKYY 20.3

0.1, the lowest in this set92.0, the highest

A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →

What they hold in common

By the books each fund has filed, CLOD and SKYY hold 32% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 30, 2026.

50%

half

32% in common

Positions both hold, largest shared weight first

Holding CLOD SKYY

Alphabet Inc 4.15% 3.52%

Microsoft Corp 3.73% 3.51%

Amazon.com Inc 3.78% 3.33%

Oracle Corp 3.93% 3.20%

Cloudflare Inc 3.09% 2.64%

AppLovin Corp 5.03% 1.62%

ServiceNow Inc 4.10% 1.57%

Salesforce Inc 3.39% 1.55%

Adobe Inc 3.26% 1.42%

Twilio Inc 1.16% 2.16%

SAP SE 3.48% 1.09%

MongoDB Inc 1.08% 2.23%

Only in CLOD

Cadence Design Systems Inc 4.13%

Fortinet Inc 3.82%

Synopsys Inc 3.37%

MercadoLibre Inc 3.22%

Nebius Group NV 2.26%

Prosus NV 2.12%

Autodesk Inc 1.65%

Paychex Inc 1.28%

Only in SKYY

Everpure, Inc. (Class A) 4.89%

Arista Networks, Inc. 3.62%

International Business Machines Corporation 3.27%

CoreWeave, Inc. (Class A) 2.97%

Lumen Technologies, Inc. 2.59%

Cisco Systems, Inc. 2.26%

Rubrik, Inc. (Class A) 2.14%

Hewlett Packard Enterprise Company 2.12%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

32% of the two portfolios are the same securities at the same weight.

Performance, window by window

	Total return		vs the S&P 500		vs the Nasdaq-100
Window	CLOD	SKYY	CLOD	SKYY	CLOD	SKYY
3 months	+11.1%	+20.3%	+8.6 pts	+17.8 pts	+9.0 pts	+18.2 pts
6 months	+36.6%	+48.6%	+19.7 pts	+31.7 pts	+9.8 pts	+21.8 pts
1 year	+0.1%	+22.0%	−15.7 pts	+6.3 pts	−23.7 pts	−1.8 pts
3 years	not published	+116.0%	not published	+31.1 pts	not published	+6.0 pts
Since launch CLOD Dec 2023 · SKYY Jul 2011	+41.6%	+736.3%	−26.2 pts	+92.7 pts	−44.0 pts	−608.6 pts

CLOD and SKYY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

CLOD

Themes Cloud Computing ETF · Holds 51 stocks in cloud and software, 70% of its weight in S&P 500 companies

SKYY

First Trust Cloud Computing ETF · Holds 66 stocks in cloud and software, 41% of its weight in S&P 500 companies

Issuer Themes First Trust

Theme Cloud and software Cloud and software

In the S&P 500 70.1% 41.3%

Active share vs the S&P 500 86.6% 86.0%

In the Nasdaq-100 60.8% 21.0%

Holdings 51 66

Top ten, share of the fund 47.4% 36.1%

Expense ratio 0.35% 0.60%

Fee for the differing part 0.40% 0.70%

Total return, 1 year +0.1% +22.0%

vs the S&P 500 −15.7 pts +6.3 pts

vs the Nasdaq-100 −23.7 pts −1.8 pts

Below its high −2.3% −2.9%

Net assets $2m $3.3bn

CLOD and SKYY on the same fields, as of Sep 30, 2026. Source: ETFIQ.

CLOD in plain words

By weight, 70% of CLOD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 87%. The top ten holdings are 47% of the fund across 51 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +0.1% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 15.7 pts.

SKYY in plain words

By weight, 41% 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 36% of the fund across 66 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned +22.0% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 6.3 pts.

Questions people ask

Do CLOD and SKYY hold the same stocks?: By their latest filings, 32% 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, CLOD or SKYY?: CLOD has 70% of its weight in S&P 500 names and SKYY has 41%, so CLOD differs more from the index.
Which is cheaper, CLOD or SKYY?: CLOD charges 0.35% a year and SKYY charges 0.60%, so CLOD is cheaper. Fees come from each fund's prospectus.

Other comparisons

CLOD vs CLOU CLOD vs FCLD CLOD vs IGV CLOD vs WCLD SKYY vs WCLD SKYY vs XIGV SKYY vs XSW SKYY vs CLOU

CLOD on its own →SKYY on its own →How every figure is computed →Standards and sources →

Where these figures came from

CLOD filings on SEC EDGAR ↗CLOD prospectus with the expense ratio (SEC) ↗Themes page for CLOD ↗SKYY filings on SEC EDGAR ↗SKYY prospectus with the expense ratio (SEC) ↗First Trust page for SKYY ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.

Cite this page

ETFIQ, CLOD against SKYY, data as of Sep 30, 2026. https://etfiq.com/compare/themes/clod-vs-skyy

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.