BUG vs SKYY: holdings overlap, shared companies and scores

As of September 11, 2026, BUG and SKYY overlap 8.2% by weight. Global X - Cybersecurity ETF (BUG): Cybersecurity technology firms. First Trust Cloud Computing ETF (SKYY): Global cloud computing firms.

Updated September 11, 2026

How much do BUG and SKYY overlap?

As of September 11, 2026, BUG and SKYY overlap 8.2% by weight.

39% of BUG is already inside SKYY.

8% of SKYY is already inside BUG.

BUG holds 31 companies and SKYY holds 62; 7 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?

As of September 11, 2026, ETF Copilot scores BUG 4.1 out of 10 and SKYY 5.5 out of 10.

They differ most on Return: BUG 3.1 and SKYY 7.0.

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
Factor	BUG	SKYY
Growth	9.4	8.9
Valuation	3.9	5.0
Risk	1.6	1.2
Quality	0.4	2.7
Return	3.1	7.0

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

As of September 11, 2026, BUG charges 0.50% a year, yields 0.32% and holds $1.6B in assets across 31 positions.

As of September 11, 2026, SKYY charges 0.60% a year, yields 0.37% and holds $3.3B in assets across 62 positions.

BUG vs SKYY — cost, income and size
Measure	BUG	SKYY
Expense ratio	0.50%	0.60%
Dividend yield	0.32%	0.37%
Assets under management	$1.6B	$3.3B
Holdings	31	62

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.

Where BUG and SKYY trade against their own history

BUG trades at 37.0 times earnings, against its own median of 30.4, and is more expensive than 87% of its own 84 monthly readings since 2019.

SKYY trades at 32.9 times earnings, against its own median of 31.3, and is more expensive than 61% of its own 114 monthly readings since 2017.

What moved BUG and SKYY this week

BUG fell 3.9% in the week to September 11, 2026. The holdings that moved it most were Qualys (−13.8%), Tenable (−12.7%) and Sailpoint (−11.1%); Netskope (+2.5%) pushed the other way.

SKYY fell 3.3% in the week to September 11, 2026. The holdings that moved it most were Servicetitan (−41.3%), Atlassian (−7.7%) and Ringcentral (−9.7%); Digitalocean (+12.4%) pushed the other way.

What do BUG and SKYY each hold?

What's inside BUG: Tech 99%, AI 20%.

62% of BUG is its ten largest holdings.

What's inside SKYY: Tech 89%, AI 18%.

34% of SKYY is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “BUG vs SKYY holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/bug-vs-skyy