Do FCLD and SKYY hold the same stocks?

By their latest filings, 36% 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, FCLD or SKYY?

FCLD has 51% of its weight in S&P 500 names and SKYY has 41%, so FCLD differs more from the index.

Which is cheaper, FCLD or SKYY?

FCLD charges 0.39% a year and SKYY charges 0.60%, so FCLD is cheaper. Fees come from each fund's prospectus.

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FCLD vs SKYY: which is really different?

FCLD and SKYY hold 36% of their weight in the same names, and FCLD returned +53.2% over the year. Fidelity Cloud Computing ETF and First Trust Cloud Computing ETF.

51.1%

FCLD in the S&P 500

41.3%

SKYY in the S&P 500

+53.2%

FCLD total return, 1 year

+22.0%

SKYY total return, 1 year

FCLD · 1 year to Sep 30, 202649% of its weight is outside the S&P 500

51% of FCLD's weight is in S&P 500 companies and 49% 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 · FCLD scores higherHow much of it is not the index it is sold as an alternative to?

FCLD 25.3

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, FCLD and SKYY hold 36% 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

36% in common

Positions both hold, largest shared weight first

Holding FCLD SKYY

MONGODB INC 2.22% 2.23%

AMAZON.COM INC 1.99% 3.33%

NETAPP INC 2.29% 1.97%

DIGITALOCEAN HOLDINGS INC 1.63% 4.19%

SERVICENOW INC 3.61% 1.57%

SALESFORCE INC 3.96% 1.55%

HUBSPOT INC 1.44% 1.36%

FIVE9 INC 0.79% 1.47%

DOCUSIGN INC 1.44% 0.59%

ELASTIC NV 1.20% 0.54%

Only in FCLD

SANDISK CORP/DE 6.16%

WESTERN DIGITAL CORP 5.29%

SEAGATE TECHNOLOGY HOLDINGS PLC 4.97%

APPLOVIN CORP 4.33%

MICROSOFT CORP 4.15%

EQUINIX INC 3.90%

DATADOG INC 3.88%

SNOWFLAKE INC 3.85%

Only in SKYY

Everpure, Inc. (Class A) 4.89%

Arista Networks, Inc. 3.62%

Nutanix, Inc. (Class A) 3.57%

Alphabet Inc. (Class A) 3.52%

Microsoft Corporation 3.51%

International Business Machines Corporation 3.27%

Oracle Corporation 3.20%

CoreWeave, Inc. (Class A) 2.97%

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

36% 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	FCLD	SKYY	FCLD	SKYY	FCLD	SKYY
3 months	+14.5%	+20.3%	+12.0 pts	+17.8 pts	+12.4 pts	+18.2 pts
6 months	+62.1%	+48.6%	+45.1 pts	+31.7 pts	+35.2 pts	+21.8 pts
1 year	+53.2%	+22.0%	+37.5 pts	+6.3 pts	+29.4 pts	−1.8 pts
3 years	+136.3%	+116.0%	+51.3 pts	+31.1 pts	+26.3 pts	+6.0 pts
Since launch FCLD Oct 2021 · SKYY Jul 2011	+75.9%	+736.3%	−10.0 pts	+92.7 pts	−34.0 pts	−608.6 pts

FCLD 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

FCLD

Fidelity Cloud Computing ETF · Holds 50 stocks in cloud and software, 51% 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 Fidelity First Trust

Theme Cloud and software Cloud and software

In the S&P 500 51.1% 41.3%

Active share vs the S&P 500 91.6% 86.0%

In the Nasdaq-100 32.9% 21.0%

Holdings 50 66

Top ten, share of the fund 44.1% 36.1%

Expense ratio 0.39% 0.60%

Fee for the differing part 0.43% 0.70%

Total return, 1 year +53.2% +22.0%

vs the S&P 500 +37.5 pts +6.3 pts

vs the Nasdaq-100 +29.4 pts −1.8 pts

Below its high −1.5% −2.9%

Net assets $145m $3.3bn

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

FCLD in plain words

By weight, 51% of FCLD'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 44% of the fund across 50 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +53.2% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 37.5 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 FCLD and SKYY hold the same stocks?: By their latest filings, 36% 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, FCLD or SKYY?: FCLD has 51% of its weight in S&P 500 names and SKYY has 41%, so FCLD differs more from the index.
Which is cheaper, FCLD or SKYY?: FCLD charges 0.39% a year and SKYY charges 0.60%, so FCLD is cheaper. Fees come from each fund's prospectus.

Other comparisons

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

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

Where these figures came from

FCLD filings on SEC EDGAR ↗FCLD prospectus with the expense ratio (SEC) ↗Fidelity website ↗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, FCLD against SKYY, data as of Sep 30, 2026. https://etfiq.com/compare/themes/fcld-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.