QQQM vs VTV: 17% overlap

Invesco NASDAQ 100 ETF and Vanguard Value ETF share 17.3% 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 4 months apart — QQQM as of 2026-02-28, the rest through 2026-06-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.8Effective Funds

You would hold two tickers and get the diversification of 1.8. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
17.3%
QQQM expense ratio
0.15%
VTV expense ratio
0.03%

Top shared holdings

QQQM and VTV hold 40 of the same securities. The ten contributing most to the overlap figure:

Holdingin QQQMin VTVΔ
MU2.5%4.9%2.4%
WMT3.4%1.9%1.5%
CSCO1.7%1.6%0.1%
INTC1.2%1.1%0.1%
LIN1.3%0.9%0.4%
AMGN1.1%0.7%0.4%
QCOM0.8%0.7%0.1%
ADI0.9%0.7%0.2%
PEP1.2%0.7%0.6%
GILD1.0%0.6%0.4%

Where QQQM and VTV 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.

SectorQQQMVTVΔ
Information Technology48.9%14.1%+34.9pp
Financials0.2%22.1%21.8pp
Communication Services15.6%2.9%+12.7pp
Industrials3.0%15.0%12.0pp
Health Care5.2%15.1%9.9pp
Consumer Discretionary11.9%3.9%+8.0pp
Energy0.6%6.8%6.2pp
Utilities1.6%4.8%3.2pp

Δ is QQQM minus VTV, 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
62 positions

73.0% of QQQM by weight, held in no part of VTV.

Only in VTV
269 positions

80.4% of VTV 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

QQQMVTV
Top 10 holdings46.7%23.6%
Positions held103309
Cost per $10,000 held, per year$15$3

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 VTV overlap?

QQQM and VTV overlap 17.3% by portfolio weight — moderate overlap. They share 40 holdings. The figure comes from current issuer holdings files (QQQM as of 2026-02-28, VTV as of 2026-06-30).

How is the overlap between QQQM and VTV 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 VTV 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 VTV?

That depends on your goals — we state facts, not advice. At 17.3% overlap, each fund still contributes meaningfully distinct exposure.

What does QQQM own that VTV doesn't?

QQQM holds 103 positions and VTV holds 309; 62 of QQQM's positions don't appear in VTV at all, and they are 73.0% of QQQM by weight.

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Related comparisons

Sources: issuer holdings files, QQQM as of 2026-02-28, VTV as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.