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

7.0%

XLF vs VOO, smaller weight summed.

XLF

2026-10-27

Full file

VOO

2026-06-30

top_only

Largest shared weights

overlap, %

Key	XLF	VOO	Smaller
BRK.B	12.84	1.42	1.42
JPM	11.33	1.26	1.26
V	8.69	0.87	0.87
MA	6.26	0.64	0.64
BAC	4.18	0.58	0.58
GS	3.37	0.43	0.43
WFC	3.17	0.39	0.39
MS	2.83	0.39	0.39
C	2.61	0.34	0.34
AXP	2.09	0.28	0.28
SCHW	1.84	0.23	0.23
BLK	2.08	0.22	0.22