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

12.9%

SMH vs QUAL, smaller weight summed.

SMH

2026-06-30

Full file

QUAL

2026-11-04

top_only

Largest shared weights

overlap, %

Key	SMH	QUAL	Smaller
NVDA	17.55	5.67	5.67
LRCX	5.31	2.56	2.56
AMAT	5.74	2.19	2.19
KLAC	5.57	1.97	1.97
CDNS	2.15	0.53	0.53