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%

XLV vs QQQ, smaller weight summed.

XLV

2026-11-03

Full file

QQQ

2026-06-30

top_only

Largest shared weights

overlap, %

Key	XLV	QQQ	Smaller
AMGN	3.74	0.85	0.85
GILD	3.11	0.68	0.68
ISRG	2.33	0.61	0.61
VRTX	2.02	0.55	0.55
REGN	1.43	0.28	0.28