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

5.5%

XLV vs VOO, smaller weight summed.

XLV

2026-11-03

Full file

VOO

2026-06-30

top_only

Largest shared weights

overlap, %

Key	XLV	VOO	Smaller
LLY	16.89	1.47	1.47
JNJ	9.61	0.95	0.95
ABBV	7.57	0.69	0.69
UNH	5.44	0.59	0.59
MRK	5.35	0.49	0.49
AMGN	3.74	0.30	0.30
TMO	3.87	0.29	0.29
ABT	2.84	0.25	0.25
GILD	3.11	0.24	0.24
ISRG	2.33	0.22	0.22