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

0.9%

XLU vs QQQ, smaller weight summed.

XLU

2026-11-03

Full file

QQQ

2026-06-30

top_only

Largest shared weights

overlap, %

Key	XLU	QQQ	Smaller
CEG	6.35	0.39	0.39
AEP	5.18	0.32	0.32
XEL	3.60	0.22	0.22