IJR vs QQQM: 0% overlap

iShares Core S&P Small-Cap ETF and Invesco NASDAQ 100 ETF share 0.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 5 months apart — QQQM as of 2026-02-28, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
0.0%
IJR expense ratio
0.06%
QQQM expense ratio
0.15%

Top shared holdings

IJR and QQQM hold 0 of the same securities. The ten contributing most to the overlap figure:

Holdingin IJRin QQQMΔ

Where IJR and QQQM differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIJRQQQMΔ
Information Technology12.1%48.9%36.8pp
Financials17.8%0.2%+17.6pp
Industrials18.5%3.0%+15.5pp
Communication Services3.6%15.6%12.0pp
Real Estate6.2%0.1%+6.1pp
Health Care10.5%5.2%+5.2pp
Consumer Staples3.8%8.5%4.8pp
Energy5.3%0.6%+4.7pp

Δ is IJR minus QQQM, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IJR
602 positions

99.9% of IJR by weight, held in no part of QQQM.

Only in QQQM
102 positions

99.7% of QQQM by weight, held in no part of IJR.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IJRQQQM
Top 10 holdings6.6%46.7%
Positions held603103
Cost per $10,000 held, per year$6$15

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IJR and QQQM overlap?

IJR and QQQM overlap 0.0% by portfolio weight — largely distinct portfolios. They share 0 holdings. The figure comes from current issuer holdings files (IJR as of 2026-07-23, QQQM as of 2026-02-28).

How is the overlap between IJR and QQQM calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IJR holds a stock at 6% and QQQM holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IJR and QQQM?

That depends on your goals — we state facts, not advice. At 0.0% overlap, each fund still contributes meaningfully distinct exposure.

What does IJR own that QQQM doesn't?

IJR holds 603 positions and QQQM holds 103; 602 of IJR's positions don't appear in QQQM at all, and they are 99.9% of IJR by weight.

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Related comparisons

Sources: issuer holdings files, IJR as of 2026-07-23, QQQM as of 2026-02-28. Weights are fractions of each fund. Diagnostics, not advice.