RSPT vs SKYY overlap - what they share and where they differ

RSPT and SKYY share 19.6% of their weight across 18 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

RSPT and SKYY

19.6%

18 shared positions

RSPT

Invesco S&P 500 Equal Weight Technology ETF

Reported positions cover 100% of the fund, 73 positions · Apr 30, 2026

Top 10: 19.5%·Holdings of RSPT

SKYY

First Trust Cloud Computing ETF

Reported positions cover 100% of the fund, 63 positions · Jun 30, 2026

Top 10: 36.2%·Holdings of SKYY

Reported positions cover RSPT 100%, SKYY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SKYY vs RSPT side by side

RSPTInvesco S&P 500 Equal Weight Technology ETF

73

stock positions reported to the SEC

77.6% of its weight is in 55 names SKYY does not hold

SKYYFirst Trust Cloud Computing ETF

63

stock positions reported to the SEC

66.3% of its weight is in 45 names RSPT does not hold

Where each fund's weight sits

RSPT
SKYY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
88.3%
93.6%
Healthcare
5.2%
0.0%
Consumer Cyclical
2.6%
3.5%
Communication Services
0.0%
2.3%
Industrials
2.3%
0.0%
Basic Materials
1.5%
0.0%

The widest gap is Technology: SKYY has 5.4 points more of it.

The figures side by side

RSPTSKYY
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported7363
Weight of the ten largest19.5%36.2%
Largest positionINTC 2.3%ANET 4.2%
Held alone55 positions, 77.6%45 positions, 66.3%
Covered by stock positions100%100%

Holdings they share

StockIn RSPTIn SKYYCounted
DELLDell Technologies Inc.1.69%2.01%1.69%
HPEHewlett Packard Enterprise Co.1.60%2.05%1.60%
ANETArista Networks, Inc.1.49%4.18%1.49%
CSCOCisco Systems, Inc.1.39%2.55%1.39%
NTAPNetApp, Inc.1.35%1.74%1.35%
MSFTMicrosoft Corp.1.20%3.25%1.20%
ORCLOracle Corp.1.18%2.55%1.18%
AKAMAkamai Technologies, Inc.1.15%2.07%1.15%
APPAppLovin Corp.1.15%1.65%1.15%
IBMInternational Business Machines Corp.1.10%3.70%1.10%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in RSPT

INTCIntel Corp.2.34%
STXSeagate Technology Holdings PLC2.08%
AMDAdvanced Micro Devices, Inc.2.06%
ONON Semiconductor Corp.2.03%
SNDKSandisk Corp.1.99%
WDCWestern Digital Corp.1.92%
CIENCiena Corp.1.85%
MPWRMonolithic Power Systems, Inc.1.80%
NXPINXP Semiconductors N.V.1.75%
TXNTexas Instruments Inc.1.69%

Only in SKYY

DOCNDIGITALOCEAN HOLDINGS INC3.95%
PEVERPURE INC3.89%
NTNXNUTANIX INC3.84%
GOOGLALPHABET INC3.68%
AMZNAMAZON.COM INC3.45%
MDBMONGODB INC3.27%
CRWVCOREWEAVE INC2.97%
NETCLOUDFLARE INC2.65%
LUMNLUMEN TECHNOLOGIES INC2.28%
TWLOTWILIO INC2.12%

Questions people ask

Is RSPT the same as SKYY?

19.6% of their weight sits in the same 18 holdings. RSPT also reports INTC, STX, AMD, which the other does not. SKYY also reports DOCN, P, NTNX, which the other does not.

How is the overlap between RSPT and SKYY measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of RSPT and 100% of SKYY, so the number cannot exceed the smaller coverage.

Which holds more, SKYY or RSPT?

RSPT reports 73 stock positions and SKYY reports 63. 77.6% of RSPT's weight sits in names SKYY does not hold, and 66.3% of SKYY's weight in names RSPT does not hold. The ten largest positions are 19.5% of RSPT and 36.2% of SKYY.

How do RSPT and SKYY differ by sector?

The widest gap is Technology: SKYY has 5.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.