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

2.9%

IWP vs XLK, smaller weight summed.

IWP

2026-11-03

top_only

XLK

2026-11-03

Full file

Largest shared weights

overlap, %

Key	IWP	XLK	Smaller
DDOG	2.21	0.46	0.46
LITE	1.60	0.38	0.38
ADSK	1.62	0.33	0.33
KEYS	0.90	0.33	0.33
MCHP	1.26	0.26	0.26
TER	1.28	0.26	0.26
P	0.96	0.24	0.24
NTAP	0.40	0.23	0.23
JBL	0.86	0.18	0.18
GDDY	0.43	0.09	0.09
IT	0.41	0.08	0.08