SKYY vs VOO
First Trust Cloud Computing ETF vs Vanguard S&P 500 ETF
Which is better, SKYY or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. SKYY led over 1Y, 3Y and the full window, VOO over 5Y. SKYY is less concentrated, with 33.0% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SKYY | VOO |
|---|---|---|
| Expense Ratio | 0.60% | 0.03%Best |
| AUM | $3.3B | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 128 | 509 |
| YTD Return | +31.13%Best | +13.31% |
| 1Y Return | +22.72%Best | +17.07% |
| 3Y Return (annualized) | +30.51%Best | +22.72% |
| 5Y Return (annualized) | +8.72% | +13.19%Best |
| Volatility (annualized) | 21.6% | 14.3%Best |
| Max Drawdown | -53.2% | -34.3%Best |
| $10,000 over 5 years | $15,190 | $18,580Best |
| Top 10 Weight | 33.0%Best | 37.6% |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jul 6, 2011 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jul 6, 2011 to Sep 23, 2026 (15.2 years).
SKYY vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.2 years both funds cover.
SKYY vs VOO Performance
First Trust Cloud Computing ETF (SKYY) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SKYY returned +22.72% while VOO returned +17.07%. Year to date, SKYY is up 31.13% versus a gain of 13.31% for VOO.
Over three years, SKYY compounded at +30.51% per year against +22.72% for VOO; over five years the annualized figures are +8.72% and +13.19% respectively. Across the full 15-year window we track, SKYY has the edge at +15.18% annualized vs +12.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SKYY has been the more volatile fund, with annualized monthly volatility of 21.6% compared with 14.3% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -53.2% for SKYY and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SKYY charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, SKYY currently yields 0.00% against 1.04% for VOO.
Holdings Overlap
38.0% of SKYY's money is in holdings VOO also owns. 16.6% of VOO's money is in holdings SKYY also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 63 positions we hold weights for in SKYY and 494 in VOO, against full books of 128 and 509.
What only one of them owns
Our book lists 465 positions for VOO that do not appear in our book for SKYY (82.5% of the fund), and 36 for SKYY that do not appear in VOO (55.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SKYY | Weight in VOO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 3.60% | 5.36% | 1.76% |
| AMZNAmazon.Com Inc | 3.06% | 4.13% | 1.07% |
| GOOGLAlphabet Inc,class A | 2.85% | 3.24% | 0.39% |
| ANETArista Networks Inc Common Stock | 3.92% | 0.29% | 3.63% |
| IBMInternational Business Machines Corp. | 2.51% | 0.33% | 2.18% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.95% | 0.71% | 1.24% |
| ORCLOracle Corp - Common | 2.11% | 0.34% | 1.77% |
| CRMSalesforce Inc Crm Us Equity | 2.15% | 0.23% | 1.92% |
| NOWServicenow, Inc | 1.90% | 0.18% | 1.72% |
| HPEHewlett Packard Enterprise Co | 1.94% | 0.10% | 1.84% |
38.0% of SKYY is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, SKYY or VOO?
SKYY has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, SKYY or VOO?
Over the past year SKYY returned +22.72% vs +17.07% for VOO, so SKYY leads on 1-year performance. Over the longest common window we track (15 years), SKYY annualized +15.18% vs +12.79% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SKYY or VOO?
SKYY has been the more volatile fund at 21.6% annualized versus 14.3% for VOO. Worst drawdown: SKYY -53.2% vs VOO -34.3%.
Should I hold both SKYY and VOO?
SKYY and VOO have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SKYY and VOO?
38.0% of SKYY's money is in holdings VOO also owns. 16.6% of VOO's is in holdings SKYY also owns. They hold 22 positions in common, counted across the 63 positions we hold weights for in SKYY and 494 in VOO.
Which pays a higher dividend, SKYY or VOO?
SKYY yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than SKYY?
VOO has a lower expense ratio. SKYY led over 1Y, 3Y and the full window, VOO over 5Y. SKYY is less concentrated, with 33.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.