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
3.2%
SMH vs IWP, smaller weight summed.
SMH
2026-06-30
Full file
IWP
2026-11-02
top_only
Largest shared weights
| Key | SMH | IWP | Smaller |
|---|---|---|---|
| TER | 1.50 | 1.26 | 1.26 |
| ALAB | 1.27 | 1.08 | 1.08 |
| MCHP | 0.90 | 1.25 | 0.90 |