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

11.8%

VOO vs BOTZ, smaller weight summed.

VOO

2026-06-30

top_only

BOTZ

2026-10-28

Full file

Largest shared weights

overlap, %

Key	VOO	BOTZ	Smaller
NVDA	7.51	7.83	7.51
GOOGL	3.25	1.97	1.97
TSLA	1.84	2.31	1.84
DE	0.25	1.87	0.25
ISRG	0.22	9.75	0.22