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

2.8%

XLP vs VTI, smaller weight summed.

XLP

2026-11-03

Full file

VTI

2026-06-30

top_only

Largest shared weights

overlap, %

Key	XLP	VTI	Smaller
WMT	11.33	0.69	0.69
COST	9.21	0.57	0.57
PG	7.67	0.47	0.47
PM	6.60	0.39	0.39
KO	7.48	0.39	0.39
PEP	4.13	0.26	0.26