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

3.0%

XLK vs IWP, smaller weight summed.

XLK

2026-10-27

Full file

IWP

2026-10-27

top_only

Largest shared weights

overlap, %

Key	XLK	IWP	Smaller
DDOG	0.55	2.72	0.55
LITE	0.45	1.98	0.45
KEYS	0.34	0.97	0.34
ADSK	0.30	1.51	0.30
TER	0.30	1.50	0.30
P	0.27	1.10	0.27
NTAP	0.26	0.47	0.26
MCHP	0.25	1.26	0.25
JBL	0.17	0.87	0.17
IT	0.08	0.43	0.08
GDDY	0.08	0.39	0.08