FCLD vs SKYY
Fidelity Cloud Computing ETF against First Trust Cloud Computing ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
36%
27 shared positions
Fee gap
21 bp
FCLD is cheaper
1-year return gap
27.2 pts
FCLD is ahead
Larger fund
SKYY
$3.6B
Side by side
| FCLD | SKYY | |
|---|---|---|
| Fund | Fidelity Cloud Computing ETF | First Trust Cloud Computing ETF |
| Issuer | Fidelity | First Trust |
| Category | Software & Cloud | Software & Cloud |
| Expense ratio | 0.39% | 0.60% |
| Assets | $152M | $3.6B |
| Average daily dollar volume | $1.3M | $38M |
| Listed | Oct 5, 2021 | Jul 5, 2011 |
| FrenzyCap score | 59 | 68 |
| 1-month return | +5.9% | +11.7% |
| 3-month return | +17.2% | +24.9% |
| Year to date | +54.7% | +34.4% |
| 1-year return | +54.3% | +27.2% |
| 30-day volatility | 20.8% | 24.3% |
| Worst drawdown, 1 year | −17.5% | −27.4% |
| Trailing 12-month yield | 0.01% | — |
| Holdings | 53 | 65 |
| Top 10 weight | 44.0% | 36.2% |
| Look-through P/E | 37.9 | 60.4 |
| Holdings vs fair value | +6.0% | +3.8% |
| Holdings above 200-day average | 77% | 76% |
| Net flow, latest 3 reported months | +$546K thru Jun 2026 | −$131M thru Jun 2026 |
| 30-day implied volatility | 30.0% | 29.1% |
| Holdings as of | as of Jun 30, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
57% of FCLD · 47% of SKYY| Holding | FCLD | SKYY |
|---|---|---|
| MSFT | 4.15% | 3.25% |
| P | 2.31% | 3.89% |
| MDB | 2.21% | 3.27% |
| CRWV | 2.16% | 2.97% |
| TWLO | 2.31% | 2.12% |
| AMZN | 1.99% | 3.45% |
| NTNX | 1.76% | 3.84% |
| NTAP | 2.28% | 1.74% |
| APP | 4.32% | 1.65% |
| DOCN | 1.63% | 3.95% |
| CRM | 3.95% | 1.61% |
| NOW | 3.60% | 1.56% |
| HUBS | 1.44% | 1.62% |
| TEAM | 1.54% | 1.42% |
| GTLB | 1.20% | 1.93% |
| RNG | 0.97% | 1.43% |
| FIVN | 0.79% | 1.10% |
| DDOG | 3.88% | 0.69% |
| DBX | 1.26% | 0.67% |
| SNOW | 3.85% | 0.65% |
| APPN | 0.67% | 0.64% |
| BOX | 1.15% | 0.64% |
| ELASTIC NV | 1.19% | 0.58% |
| ZM | 1.98% | 0.56% |
| DOCU | 1.44% | 0.55% |
Sector mix of the stock holdings
| Sector | FCLD | SKYY | Gap |
|---|---|---|---|
| Technology | 75.8% | 90.5% | −14.7% |
| Real Estate | 7.0% | 0.0% | +7.0% |
| Consumer Discretionary | 2.0% | 3.5% | −1.5% |
| Communication Services | 0.0% | 2.3% | −2.3% |
| Industrials | 0.0% | 2.1% | −2.1% |
More: full overlap table · FCLD holdings · SKYY holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.