QQQM vs SPYM: 53% overlap

Invesco NASDAQ 100 ETF and State Street SPDR Portfolio S&P 500 ETF share 52.9% 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
1.5Effective Funds

You would hold two tickers and get the diversification of 1.5. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
52.9%
QQQM expense ratio
0.15%
SPYM expense ratio
0.02%

Top shared holdings

QQQM and SPYM hold 87 of the same securities. The ten contributing most to the overlap figure:

Holdingin QQQMin SPYMΔ
NVDA8.4%7.9%0.4%
AAPL7.6%7.4%0.2%
MSFT5.7%4.4%1.2%
AMZN4.4%3.6%0.8%
GOOGL3.5%2.9%0.6%
AVGO2.9%2.9%0.0%
GOOG3.3%2.4%0.9%
META3.7%2.1%1.6%
MU2.5%1.8%0.7%
TSLA3.9%1.4%2.5%

Where QQQM and SPYM 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.

SectorQQQMSPYMΔ
Financials0.2%12.4%12.1pp
Information Technology48.9%37.5%+11.4pp
Communication Services15.6%9.3%+6.3pp
Industrials3.0%8.9%5.9pp
Consumer Staples8.5%4.6%+3.9pp
Health Care5.2%9.1%3.9pp
Consumer Discretionary11.9%8.7%+3.2pp
Energy0.6%3.4%2.8pp

Δ is QQQM minus SPYM, 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 QQQM
15 positions

4.9% of QQQM by weight, held in no part of SPYM.

Only in SPYM
419 positions

47.0% of SPYM by weight, held in no part of QQQM.

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

Concentration and cost

QQQMSPYM
Top 10 holdings46.7%36.9%
Positions held103507
Cost per $10,000 held, per year$15$2

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 QQQM and SPYM overlap?

QQQM and SPYM overlap 52.9% by portfolio weight — substantial duplication if you hold both. They share 87 holdings. The figure comes from current issuer holdings files (QQQM as of 2026-02-28, SPYM as of 2026-07-23).

How is the overlap between QQQM and SPYM calculated?

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

That depends on your goals — we state facts, not advice. At 52.9% overlap, each fund still contributes meaningfully distinct exposure.

What does QQQM own that SPYM doesn't?

QQQM holds 103 positions and SPYM holds 507; 15 of QQQM's positions don't appear in SPYM at all, and they are 4.9% of QQQM by weight.

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Related comparisons

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