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

10.1%

XLY vs QQQ, smaller weight summed.

XLY

2026-11-03

Full file

QQQ

2026-06-30

top_only

Largest shared weights

overlap, %

Key	XLY	QQQ	Smaller
AMZN	21.86	4.02	4.02
TSLA	18.43	3.30	3.30
BKNG	3.03	0.60	0.60
SBUX	3.09	0.50	0.50
MAR	2.30	0.42	0.42
ORLY	1.88	0.33	0.33
DASH	1.78	0.33	0.33
ROST	1.92	0.30	0.30
ABNB	1.81	0.26	0.26