Compare
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 vs QQQ, smaller weight summed.
| Key | SMH | QQQ | Smaller |
|---|---|---|---|
| NVDA | 17.55 | 7.60 | 7.60 |
| MU | 5.67 | 5.64 | 5.64 |
| AMD | 5.63 | 4.10 | 4.10 |
| INTC | 5.15 | 3.04 | 3.04 |
| AVGO | 5.28 | 2.81 | 2.81 |
| AMAT | 5.74 | 2.49 | 2.49 |
| LRCX | 5.31 | 2.35 | 2.35 |
| KLAC | 5.57 | 1.71 | 1.71 |
| TXN | 4.17 | 1.17 | 1.17 |
| MRVL | 4.66 | 1.13 | 1.13 |
| QCOM | 3.74 | 0.84 | 0.84 |
| ADI | 4.00 | 0.84 | 0.84 |
| ASML | 5.04 | 0.79 | 0.79 |
| ARM | 1.17 | 0.65 | 0.65 |
| CDNS | 2.15 | 0.45 | 0.45 |
| SNPS | 1.79 | 0.37 | 0.37 |
| ALAB | 1.27 | 0.36 | 0.36 |
| TER | 1.50 | 0.33 | 0.33 |
| NXPI | 1.15 | 0.31 | 0.31 |
| MPWR | 1.22 | 0.29 | 0.29 |