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

5.7%

XLP vs QQQ, smaller weight summed.

XLP

2026-11-03

Full file

QQQ

2026-06-30

top_only

Largest shared weights

overlap, %

Key	XLP	QQQ	Smaller
WMT	11.33	2.39	2.39
COST	9.21	1.80	1.80
PEP	4.13	0.80	0.80
MNST	3.95	0.41	0.41
MDLZ	4.29	0.32	0.32