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SPAMvsSKYYETF Comparison

ETF 1

SPAM

Themes Cybersecurity ETF

This fund is part of

Cybersecurity

+0.19%

Full SPAM fund page

VS

ETF 2

SKYY

First Trust ISE Cloud Computing Index Fund ETF

This fund is part of

Cloud Computing

+0.23%

Full SKYY fund page

Themes Cybersecurity ETF (SPAM) belongs to the Cybersecurity segment. First Trust ISE Cloud Computing Index Fund ETF (SKYY) is part of the Cloud Computing segment. SPAM's top 3 sector exposures are Technology and Business Services. In contrast, SKYY's top sector exposures are Technology and Finance.Consumer Non-Cyclicals, SPAM is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.6% for SKYY. SPAM is up 32% year-to-date (YTD) with +$2M in YTD flows. SKYY performs worse with 7.7% YTD performance, and -$355M in YTD flows. Run a side-by-side ETF comparison of SPAM and SKYY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SPAM vs SKYY performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SPAM SKYY	-4.13%+4.07%	+29.44%+17.92%	+32.00%+7.70%	+26.38%+12.07%	n/a+74.17%	n/a+33.44%
Flows	SPAM SKYY	--$39M	+$2M-$72M	+$2M-$355M	+$2M-$1.04B	--$1.62B	--$3.23B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SPAM SKYY	+32.55%+33.38%	+27.69%+29.15%	n/a+27.20%	n/a+31.01%
Max drawdown	SPAM SKYY	-11.27%-18.48%	-23.70%-27.43%	n/a-31.80%	n/a-53.28%
Max drawdown duration	SPAM SKYY	32d59d	218d206d	n/a206d	n/a1088d

Trading data

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	SPAM	SKYY
Last sale 7/31/2026 at 5:24 PM	$42.49	$147.83
Previous close 07/31/2026	$40.39	$143.00
Consolidated volume 07/31/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of July 30, 2026

1-year trailing difference

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	SPAM	SKYY
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 7/31/2026 at 5:24 PM

Live

Closed

	SPAM	SKYY
Last price	$42.49	$147.83
1D performance	+5.18%	+3.38%
AuM	$4.84 M	$2.79 B
E/R	0.35%	0.6%

Characteristics

	SPAM	SKYY
Management strategy	Passive	Passive
Provider	Themes Management Company	First Trust
Benchmark	Solactive Cybersecurity Index	ISE CTA Cloud Computing Index
N° of holdings	34	63
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 8, 2023	July 5, 2011
ESG	No	No

More SPAM data on Trackinsight

More SKYY data on Trackinsight

Exposure

Countries

SPAM

USA

74.33%

Other

25.67%

SKYY

USA

95.13%

Other

4.87%

Sectors

SPAM

Technology

92.65%

Other

7.35%

SKYY

Technology

88.55%

Other

11.45%

Diversification

SPAM

Total weight of top 15 holdings out of 15

71.51%

SKYY

Total weight of top 15 holdings out of 15

47.16%

Top 15 holdings

Data as of June 30, 2026

SPAM

Fortinet, Inc.

6.34%

Okta, Inc.

6.20%

Palo Alto Networks, Inc.

6.15%

CrowdStrike Holdings, Inc.

5.96%

Nebius Group NV

5.96%

Rubrik, Inc.

5.30%

BlackBerry Ltd.

5.29%

F5, Inc.

4.53%

SentinelOne, Inc.

4.00%

Clear Secure, Inc.

3.81%

NextDC Ltd.

3.70%

Zscaler, Inc.

3.65%

Varonis Systems, Inc.

3.63%

Akamai Technologies, Inc.

3.50%

Qualys, Inc.

3.49%

SKYY

Arista Networks, Inc.

4.05%

Nutanix, Inc.

3.81%

Everpure, Inc.

3.76%

International Business Machines Corp.

3.72%

Alphabet, Inc.

3.68%

DigitalOcean Holdings, Inc.

3.59%

MongoDB, Inc.

3.46%

Amazon.com, Inc.

3.46%

Microsoft Corp.

3.30%

Cloudflare, Inc.

2.63%

CoreWeave, Inc.

2.52%

Cisco Systems, Inc.

2.51%

Oracle Corp.

2.44%

Twilio, Inc.

2.13%

Lumen Technologies, Inc. (Louisiana)

2.10%

Frequently asked questions about SPAM and SKYY

How have the SPAM and SKYY ETFs performed in 2026?

As of July 30, 2026, SPAM is up 32% year-to-date (YTD), while SKYY has returned 7.7%. That puts SPAM better performer ahead so far this year.

Which ETF is attracting more investor money: SPAM or SKYY?

Year-to-date, the SPAM ETF saw +$2M in flows, compared to -$355M for SKYY.

Which ETF is more volatile: SPAM or SKYY?

Over the past year, SPAM had a volatility of 27.69%, while SKYY experienced 29.15%.

Which ETF is bigger: SPAM or SKYY?

As of July 30, 2026, SPAM holds $4.84 M in assets under management (AUM), while SKYY manages $2.79 B.

What sectors do the SPAM and SKYY ETFs invest in?

SPAM leans toward sectors like Technology. Meanwhile, SKYY focuses on Technology.

What are the top holdings of the SPAM ETF and SKYY ETF?

SPAM top holdings include Fortinet, Inc., Okta, Inc. and Palo Alto Networks, Inc.. SKYY holds in its top three: Arista Networks, Inc., Nutanix, Inc. and Everpure, Inc..

SPAMvsSKYYETF Comparison

Themes Cybersecurity ETF

First Trust ISE Cloud Computing Index Fund ETF

SPAM vs SKYY performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SPAM and SKYY ETFs performed in 2026?

As of July 30, 2026, SPAM is up 32% year-to-date (YTD), while SKYY has returned 7.7%. That puts SPAM better performer ahead so far this year.

Which ETF is attracting more investor money: SPAM or SKYY?

Year-to-date, the SPAM ETF saw +$2M in flows, compared to -$355M for SKYY.

Which ETF is more volatile: SPAM or SKYY?

Over the past year, SPAM had a volatility of 27.69%, while SKYY experienced 29.15%.

Which ETF is bigger: SPAM or SKYY?

As of July 30, 2026, SPAM holds $4.84 M in assets under management (AUM), while SKYY manages $2.79 B.

What sectors do the SPAM and SKYY ETFs invest in?

SPAM leans toward sectors like Technology. Meanwhile, SKYY focuses on Technology.

What are the top holdings of the SPAM ETF and SKYY ETF?

SPAM top holdings include Fortinet, Inc., Okta, Inc. and Palo Alto Networks, Inc.. SKYY holds in its top three: Arista Networks, Inc., Nutanix, Inc. and Everpure, Inc..

Which ETF is more diversified: SPAM or SKYY?

SPAM holds 34 securities with 71.51% of its assets in the top 15. SKYY has 63 securities and a top 15 weight of 47.16%.

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