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

10.1%

QQQ vs XLY, smaller weight summed.

QQQ

2026-06-30

top_only

XLY

2026-11-04

Full file

Largest shared weights

overlap, %

Key	QQQ	XLY	Smaller
AMZN	4.02	22.25	4.02
TSLA	3.30	17.09	3.30
BKNG	0.60	3.19	0.60
SBUX	0.50	3.10	0.50
MAR	0.42	2.25	0.42
ORLY	0.33	1.85	0.33
DASH	0.33	1.85	0.33
ROST	0.30	1.96	0.30
ABNB	0.26	1.84	0.26