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
1.3%
SMH vs COWZ, smaller weight summed.
SMH
2026-06-30
Full file
COWZ
2026-07-31
top_only
Largest shared weights
| Key | SMH | COWZ | Smaller |
|---|---|---|---|
| QCOM | 3.74 | 1.31 | 1.31 |