Compare

Reference ETFs, side by side

Compare the listed ETFs this desk uses as a reference for tokenized assets. Overlap is how much of the same holdings two funds share. It is a comparison of those files, not a forecast.

SMH SOXX

Overlap by weight

2.7%

IWP vs XLK, smaller weight summed.

IWP

2026-11-04

top_only

XLK

2026-11-04

Full file

Largest shared weights

overlap, %

Key	IWP	XLK	Smaller
DDOG	1.90	0.40	0.40
ADSK	1.75	0.36	0.36
LITE	1.49	0.35	0.35
KEYS	0.85	0.31	0.31
MCHP	1.23	0.26	0.26
TER	1.21	0.25	0.25
P	0.92	0.23	0.23
NTAP	0.40	0.23	0.23
JBL	0.83	0.17	0.17
GDDY	0.46	0.09	0.09
IT	0.41	0.08	0.08