Do IGV and SKYY hold the same stocks?

By their latest filings, 23% 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 81% of its weight in S&P 500 names and SKYY has 41%, so IGV differs more from the index.

Which is cheaper, IGV or SKYY?

IGV charges 0.38% a year and SKYY charges 0.60%, so IGV is cheaper. Fees come from each fund's prospectus.

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IGV vs SKYY: which is really different?

IGV and SKYY hold 23% of their weight in the same names, and SKYY returned +22.0% over the year. iShares Expanded Tech-Software Sector ETF and First Trust Cloud Computing ETF.

80.7%

IGV in the S&P 500

41.3%

SKYY in the S&P 500

−7.4%

IGV total return, 1 year

+22.0%

SKYY total return, 1 year

IGV · 1 year to Sep 30, 202619% of its weight is outside the S&P 500

81% of IGV's weight is in S&P 500 companies and 19% 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 · IGV scores higherHow much of it is not the index it is sold as an alternative to?

IGV 26.8

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, IGV and SKYY hold 23% 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 Sep 30, 2026.

50%

half

23% in common

Positions both hold, largest shared weight first

Holding IGV SKYY

MICROSOFT 8.50% 3.51%

ORACLE 6.92% 3.20%

APPLOVIN CLASS A 2.73% 1.62%

SERVICENOW 4.41% 1.57%

SALESFORCE 4.06% 1.55%

ADOBE INC 3.30% 1.42%

ATLASSIAN CORP CLASS A 0.99% 1.60%

DATADOG INC CLASS A 3.18% 0.67%

CROWDSTRIKE HOLDINGS CLASS A 8.87% 0.66%

NUTANIX CLASS A 0.66% 3.57%

RUBRIK CLASS A 0.64% 2.14%

ZSCALER 0.73% 0.61%

Only in IGV

PALANTIR TECHNOLOGIES CLASS A 8.99%

FORTINET 3.82%

CADENCE DESIGN SYSTEMS 3.15%

SYNOPSYS 2.88%

STRATEGY INC CLASS A 1.93%

AUTODESK 1.53%

TAKE TWO INTERACTIVE SOFTWARE 1.26%

ROPER TECHNOLOGIES 1.20%

Only in SKYY

Everpure, Inc. (Class A) 4.89%

DigitalOcean Holdings, Inc. 4.19%

Arista Networks, Inc. 3.62%

Alphabet Inc. (Class A) 3.52%

Amazon.com, Inc. 3.33%

International Business Machines Corporation 3.27%

CoreWeave, Inc. (Class A) 2.97%

Cloudflare, Inc. (Class A) 2.64%

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

23% 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	IGV	SKYY	IGV	SKYY	IGV	SKYY
3 months	+14.1%	+20.3%	+11.6 pts	+17.8 pts	+12.0 pts	+18.2 pts
6 months	+33.5%	+48.6%	+16.5 pts	+31.7 pts	+6.6 pts	+21.8 pts
1 year	−7.4%	+22.0%	−23.1 pts	+6.3 pts	−31.2 pts	−1.8 pts
3 years	+56.0%	+116.0%	−28.9 pts	+31.1 pts	−53.9 pts	+6.0 pts
Since launch IGV Jan 2010 · SKYY Jul 2011	+1052.2%	+736.3%	+247.5 pts	+92.7 pts	−685.4 pts	−608.6 pts

IGV 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

IGV

iShares Expanded Tech-Software Sector ETF · Holds 111 stocks in cloud and software, 81% 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 iShares First Trust

Theme Cloud and software Cloud and software

In the S&P 500 80.7% 41.3%

Active share vs the S&P 500 92.4% 86.0%

In the Nasdaq-100 65.7% 21.0%

Holdings 111 66

Top ten, share of the fund 61.7% 36.1%

Expense ratio 0.38% 0.60%

Fee for the differing part 0.41% 0.70%

Total return, 1 year −7.4% +22.0%

vs the S&P 500 −23.1 pts +6.3 pts

vs the Nasdaq-100 −31.2 pts −1.8 pts

Below its high −9.6% −2.9%

Net assets $13.9bn $3.3bn

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

IGV in plain words

By weight, 81% 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 62% of the fund across 111 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned −7.4% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 23.1 pts. It sits 9.6% below its all-time high of Sep 22, 2025.

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 IGV and SKYY hold the same stocks?: By their latest filings, 23% 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 81% of its weight in S&P 500 names and SKYY has 41%, so IGV differs more from the index.
Which is cheaper, IGV or SKYY?: IGV charges 0.38% a year and SKYY charges 0.60%, so IGV is cheaper. Fees come from each fund's prospectus.

Other comparisons

IGV vs BAI IGV vs BOTZ IGV vs CIBR IGV vs CLOD SKYY vs CLOD SKYY vs WCLD SKYY vs XIGV SKYY vs XSW

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

Where these figures came from

IGV filings on SEC EDGAR ↗IGV prospectus with the expense ratio (SEC) ↗iShares page for IGV ↗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, IGV against SKYY, data as of Sep 30, 2026. https://etfiq.com/compare/themes/igv-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.