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

71.0%

VHT vs IXJ, smaller weight summed.

VHT

2026-05-31

top_only

IXJ

2026-10-27

top_only

Largest shared weights

overlap, %

Key	VHT	IXJ	Smaller
LLY	14.04	10.85	10.85
JNJ	8.47	6.85	6.85
ABBV	6.09	5.35	5.35
UNH	5.45	4.28	4.28
MRK	4.66	4.06	4.06
TMO	2.93	2.98	2.93
AMGN	2.87	2.82	2.82
GILD	2.64	2.29	2.29
ABT	2.35	2.07	2.07
PFE	2.35	1.98	1.98
ISRG	2.38	1.83	1.83
DHR	1.84	1.69	1.69
VRTX	1.80	1.53	1.53
BMY	1.84	1.46	1.46
CVS	1.83	1.36	1.36
MDT	1.50	1.34	1.34
MCK	1.45	1.31	1.31
SYK	1.66	1.22	1.22
ELV	1.35	1.06	1.06
REGN	1.00	0.93	0.93
CI	1.17	0.92	0.92
HCA	0.96	0.77	0.77
BSX	1.13	0.76	0.76
COR	0.79	0.72	0.72
CAH	0.74	0.67	0.67
BDX	0.66	0.62	0.62
EW	0.79	0.61	0.61
A	0.61	0.58	0.58
HUM	0.58	0.58	0.58
WAT	0.60	0.53	0.53
IDXX	0.71	0.51	0.51
IQV	0.49	0.52	0.49
BIIB	0.46	0.44	0.44
VEEV	0.43	0.54	0.43
RMD	0.44	0.42	0.42
CNC	0.46	0.40	0.40
ILMN	0.39	0.49	0.39
MTD	0.38	0.39	0.38
ZTS	0.54	0.38	0.38
GEHC	0.45	0.37	0.37