QQQM vs QQQ: Complete Comparison

Invesco NASDAQ 100 ETF vs Invesco QQQ Trust โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
49.45%
Moderate Overlap
Shared Holdings
10 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

QQQM
QQQ
49.5%
QQQM Only
Overlap
QQQ Only

๐Ÿ“ˆ Comparison

Metric
QQQM
QQQ
1 Year Return
N/A
+28.2%
3 Year Return
N/A
+12.5%
5 Year Return
N/A
+20.1%
Volatility
undefined%
22.50%
Expense Ratio
0.50%
0.20%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš”๏ธ Comparison

2 - 10

๐Ÿ† QQQ wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
QQQM:0.50%โœ“
vs
QQQ:0.20%โœ“
๐ŸŽฏ Number of Holdings
QQQM:10 holdingsโœ“
vs
QQQ:101 holdingsโœ“
โ–ถAdditional Metrics (3)
โš–๏ธ Concentration Risk
QQQM: 46.9% in top 10
QQQ: 49.6% in top 10
๐Ÿ“Š Assets Under Management
QQQM: $5B
QQQ: $220B โœ“โœ“
๐Ÿ” Uniqueness vs SPY
QQQM: 61.7% uniqueโœ“
QQQ: 48.3% unique

Bottom line: QQQ wins with better expense ratio and number of holdings. Consider QQQ for your portfolio, but QQQM is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

10 shared holdings representing 49.5% portfolio overlap

Top Shared Holdings

#StockQQQM WeightQQQ WeightOverlap
1
AAPL
Apple Inc
8.85%7.94%7.94%
2
NVDA
NVIDIA Corp
7.45%8.99%7.45%
3
MSFT
Microsoft Corp
7.92%7.12%7.12%
4
AMZN
Amazon.com Inc
5.38%4.87%4.87%
5
META
Meta Platforms Inc
3.82%3.85%3.82%
6
AVGO
Broadcom Inc
3.55%3.24%3.24%
7
GOOGL
Alphabet Inc Class A
2.85%3.58%2.85%
8
GOOG
Alphabet Inc Class C
2.45%3.35%2.45%
9
TSLA
Tesla Inc
2.38%4.21%2.38%
10
COST
Costco Wholesale Corp
2.28%2.09%2.09%

Overlap by Sector

Technology
7 stocks ยท 34.87% overlap
Consumer Discretionary
2 stocks ยท 7.25% overlap
Consumer Staples
1 stocks ยท 2.09% overlap

Showing top 5 sectors by overlap contribution

10
Shared Stocks
49.5%
Total Overlap
3
Sectors Represented

Top Holdings Only in QQQ

Unique to QQQ

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
PLTRPLTR2.40%
NFLXNFLX2.15%
AMDAMD1.90%
MUMU1.75%
CSCOCSCO1.67%

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 holding

Normalization: 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.

๐Ÿ“Š 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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