QQQM vs IWF: Complete Comparison
Invesco NASDAQ 100 ETF vs iShares Russell 1000 Growth ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ๏ธHead-to-Head Comparison
๐ IWF wins this comparison
Key Factors
โถAdditional Metrics (3)
Bottom line: IWF wins with better expense ratio and number of holdings. Consider IWF for your portfolio, but QQQM is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
10 shared holdings representing 60.1% portfolio overlap
Top Shared Holdings
| # | Stock | QQQM Weight | IWF Weight | Overlap |
|---|---|---|---|---|
| 1 | AAPL Apple Inc | 8.85% | 11.91% | 8.85% |
| 2 | MSFT Microsoft Corp | 7.92% | 10.73% | 7.92% |
| 3 | NVDA NVIDIA Corp | 7.45% | 12.71% | 7.45% |
| 4 | AMZN Amazon.com Inc | 5.38% | 4.24% | 4.24% |
| 5 | AVGO Broadcom Inc | 3.55% | 5.62% | 3.55% |
| 6 | META Meta Platforms Inc | 3.82% | 3.29% | 3.29% |
| 7 | GOOGL Alphabet Inc Class A | 2.85% | 3.56% | 2.85% |
| 8 | GOOG Alphabet Inc Class C | 2.45% | 2.91% | 2.45% |
| 9 | TSLA Tesla Inc | 2.38% | 3.85% | 2.38% |
| 10 | COST Costco Wholesale Corp | 2.28% | 1.24% | 1.24% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWF
Unique to IWF
| Symbol | Name | Weight |
|---|---|---|
| LLY | ELI LILLY | 2.47% |
| V | VISA INC CLASS A | 1.74% |
| MA | MASTERCARD INC CLASS A | 1.37% |
| NFLX | NETFLIX INC | 1.29% |
| PLTR | PALANTIR TECHNOLOGIES INC CLASS A | 1.25% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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