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.
Overlap by weight
7.8%
SMH vs BOTZ, smaller weight summed.
SMH
2026-06-30
Full file
BOTZ
2026-10-28
Full file
Largest shared weights
| Key | SMH | BOTZ | Smaller |
|---|---|---|---|
| NVDA | 17.55 | 7.83 | 7.83 |