QQQ vs XLB: 1% overlap

Invesco QQQ Trust and Materials Select Sector SPDR Fund share 1.2% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

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
1.2%
QQQ expense ratio
0.20%
XLB expense ratio
0.08%

Top shared holdings

QQQ and XLB hold 2 of the same securities. The ten contributing most to the overlap figure:

Holdingin QQQin XLBΔ
LIN1.1%13.9%12.8%
CASH0.1%0.1%0.0%

Where QQQ and XLB 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.

SectorQQQXLBΔ
Materials1.1%99.8%98.8pp
Information Technology59.1%0.0%+59.1pp
Communication Services13.1%0.0%+13.1pp
Consumer Discretionary10.0%0.0%+10.0pp
Consumer Staples6.4%0.0%+6.4pp
Health Care3.6%0.0%+3.6pp
Industrials3.5%0.0%+3.5pp
Utilities1.2%0.0%+1.2pp

Δ is QQQ minus XLB, 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 QQQ
102 positions

98.8% of QQQ by weight, held in no part of XLB.

Only in XLB
25 positions

86.0% of XLB by weight, held in no part of QQQ.

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

Concentration and cost

QQQXLB
Top 10 holdings45.9%57.4%
Positions held10428
Cost per $10,000 held, per year$20$8

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 QQQ and XLB overlap?

QQQ and XLB overlap 1.2% by portfolio weight — largely distinct portfolios. They share 2 holdings. The figure comes from current issuer holdings files (QQQ as of 2026-07-23, XLB as of 2026-07-23).

How is the overlap between QQQ and XLB calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If QQQ holds a stock at 6% and XLB 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 QQQ and XLB?

That depends on your goals — we state facts, not advice. At 1.2% overlap, each fund still contributes meaningfully distinct exposure.

What does QQQ own that XLB doesn't?

QQQ holds 104 positions and XLB holds 28; 102 of QQQ's positions don't appear in XLB at all, and they are 98.8% of QQQ by weight.

You probably hold more than two funds

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Related comparisons

Sources: issuer holdings files, QQQ as of 2026-07-23, XLB as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.