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%

QUAL vs QQQM, smaller weight summed.

QUAL

2026-10-27

top_only

QQQM

2026-10-26

top_only

Largest shared weights

overlap, %

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