Compare
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 vs XLK, smaller weight summed.
| Key | SMH | XLK | Smaller |
|---|---|---|---|
| NVDA | 17.55 | 15.22 | 15.22 |
| AMD | 5.63 | 4.78 | 4.78 |
| AVGO | 5.28 | 4.70 | 4.70 |
| MU | 5.67 | 4.02 | 4.02 |
| INTC | 5.15 | 2.72 | 2.72 |
| AMAT | 5.74 | 1.84 | 1.84 |
| LRCX | 5.31 | 1.76 | 1.76 |
| TXN | 4.17 | 1.65 | 1.65 |
| MRVL | 4.66 | 1.25 | 1.25 |
| ADI | 4.00 | 1.21 | 1.21 |
| KLAC | 5.57 | 1.17 | 1.17 |
| QCOM | 3.74 | 1.15 | 1.15 |
| CDNS | 2.15 | 0.55 | 0.55 |
| SNPS | 1.79 | 0.53 | 0.53 |
| NXPI | 1.15 | 0.37 | 0.37 |
| MPWR | 1.22 | 0.35 | 0.35 |
| TER | 1.50 | 0.30 | 0.30 |
| MCHP | 0.90 | 0.25 | 0.25 |
| ON | 0.58 | 0.18 | 0.18 |
| SWKS | 0.16 | 0.11 | 0.11 |