ETF Copilot

BUG vs SKYY: holdings overlap, shared companies and scores

As of October 28, 2026, BUG and SKYY overlap 12.0% by weight. Global X Cybersecurity ETF (BUG): Cybersecurity technology firms. First Trust Cloud Computing ETF (SKYY): Global cloud computing firms.

Updated October 28, 2026

Where BUG and SKYY trade against their own history

BUG trades at 37.2 times earnings, against its own median of 32.9, and is more expensive than 94% of its own last 2 years.

SKYY trades at 27.6 times earnings, against its own median of 33.4, and is cheaper than 88% of its own last 9 years.

What moved BUG and SKYY this week

BUG rose 10.6% in the week to October 28, 2026. The holdings that moved it most were Netskope (+21.6%), Tenable (+19.8%) and Palo Alto Networks (+13.6%); Digital Arts (−10.9%) pushed the other way.

SKYY rose 3.4% in the week to October 28, 2026. The holdings that moved it most were Netskope (+21.6%), Oracle (+11.8%) and Fastly (+16.0%); Amazon.com (−3.0%) pushed the other way.

What do BUG and SKYY each hold?

What's inside BUG: Tech 100%, AI 19%.

65% of BUG is its ten largest holdings.

What's inside SKYY: Tech 87%, AI 17%.

34% of SKYY is its ten largest holdings.

How much do BUG and SKYY overlap? 12.0% by weight

As of October 28, 2026, BUG and SKYY overlap 12.0% by weight.

46% of BUG is already inside SKYY.

12% of SKYY is already inside BUG.

BUG holds 30 companies and SKYY holds 64; 8 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score BUG and SKYY? 2.8 and 5.3 out of 10

As of October 28, 2026, ETF Copilot scores BUG 2.8 out of 10 and SKYY 5.3 out of 10.

They differ most on Value: BUG 0.1 and SKYY 6.4.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

BUG vs SKYY — ETF Copilot factor scores, 0–10
FactorBUGSKYY
Growth2.97.4
Value0.16.4
Risk0.90.8
Quality0.21.4
Return7.78.0

BUG is the cheaper of the two at 0.50% a year

As of October 28, 2026, BUG charges 0.50% a year and holds $2.3B in assets across 30 positions.

As of October 28, 2026, SKYY charges 0.60% a year and holds $3.6B in assets across 64 positions.

BUG vs SKYY — cost, income and size
MeasureBUGSKYY
Expense ratio0.50%0.60%
Assets under management$2.3B$3.6B
Holdings3064

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “BUG vs SKYY holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/bug-vs-skyy

  1. Global X Cybersecurity ETF (BUG)
  2. First Trust Cloud Computing ETF (SKYY)

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