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

39.8%

QQQ vs QUAL, smaller weight summed.

QQQ

2026-10-26

top_only

QUAL

2026-10-27

top_only

Largest shared weights

overlap, %

Key	QQQ	QUAL	Smaller
AAPL	7.91	7.38	7.38
NVDA	8.20	6.28	6.28
MSFT	6.23	8.09	6.23
META	2.95	4.06	2.95
GOOGL	2.93	1.82	1.82
GOOG	2.74	1.43	1.43
AMAT	1.34	2.39	1.34
LRCX	1.29	2.84	1.29
NFLX	1.16	1.48	1.16
COST	1.94	1.14	1.14
WMT	2.54	1.04	1.04
LIN	1.02	1.06	1.02
KLAC	0.85	2.05	0.85
GILD	0.86	0.74	0.74
FTNT	0.58	1.30	0.58
ADP	0.52	1.28	0.52
VRTX	0.57	0.45	0.45
ADBE	0.45	0.96	0.45
INTU	0.40	0.54	0.40
CTAS	0.39	0.66	0.39
CDNS	0.39	0.57	0.39
APP	0.35	0.49	0.35
PEP	0.80	0.34	0.34
ROST	0.33	1.41	0.33
FAST	0.26	0.54	0.26
ADSK	0.23	0.36	0.23
XEL	0.21	0.51	0.21
TER	0.21	0.31	0.21