AIQ vs QQQM overlap - what they share and where they differ

AIQ and QQQM share 43.5% of their weight across 27 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AIQ and QQQM

43.5%

27 shared positions

AIQ

Global X Artificial Intelligence & Technology ETF

Reported positions cover 100% of the fund, 84 positions · May 31, 2026

Top 10: 42.7%·Holdings of AIQ

QQQM

Invesco NASDAQ 100 ETF

Reported positions cover 100% of the fund, 100 positions · May 31, 2026

Top 10: 50.3%·Holdings of QQQM

Reported positions cover AIQ 100%, QQQM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

QQQM vs AIQ side by side

AIQGlobal X Artificial Intelligence & Technology ETF

84

stock positions reported to the SEC

45.5% of its weight is in 57 names QQQM does not hold

QQQMInvesco NASDAQ 100 ETF

100

stock positions reported to the SEC

35.7% of its weight is in 73 names AIQ does not hold

Where each fund's weight sits

AIQ
QQQM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
74.6%
69.8%
Consumer Cyclical
5.0%
11.3%
Consumer Defensive
0.0%
5.7%
Healthcare
0.2%
3.6%
Communication Services
2.7%
3.4%
Industrials
0.4%
0.0%

The widest gap is Consumer Cyclical: QQQM has 6.3 points more of it.

The figures side by side

AIQQQQM
Filing dateMay 31, 2026May 31, 2026
Stock positions reported84100
Weight of the ten largest42.7%50.3%
Largest positionSKHY 7.1%NVDA 8.1%
Held alone57 positions, 45.5%73 positions, 35.7%
Covered by stock positions100%100%

Holdings they share

StockIn AIQIn QQQMCounted
MUMICRON TECHNOLOGY, INC.5.77%4.78%4.78%
AMDADVANCED MICRO DEVICES, INC.4.80%3.68%3.68%
AVGOBROADCOM INC.3.24%3.36%3.24%
AAPLAPPLE INC.2.97%7.26%2.97%
AMZNAMAZON.COM, INC.2.73%4.60%2.73%
GOOGLALPHABET INC.2.72%6.75%2.72%
NVDANVIDIA CORPORATION2.70%8.13%2.70%
INTCINTEL CORPORATION4.18%2.51%2.51%
MSFTMICROSOFT CORPORATION2.36%5.30%2.36%
METAMETA PLATFORMS, INC.2.30%2.96%2.30%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AIQ

SKHYSK hynix Inc.7.11%
SAMSUNG ELECTRONICS CO., LTD.4.79%
TSMTaiwan Semiconductor Manufacturing Company Limited3.02%
ORCLORACLE CORPORATION2.99%
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION2.03%
SIEMENS AKTIENGESELLSCHAFT1.84%
TENCENT HOLDINGS LIMITED1.68%
BABAAlibaba Group Holding Limited1.66%
SAPSAP SE1.51%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY1.37%

Only in QQQM

WMTWalmart Inc.2.47%
COSTCostco Wholesale Corp.1.86%
LRCXLam Research Corp.1.74%
AMATApplied Materials, Inc.1.56%
TXNTexas Instruments Inc.1.21%
KLACKLA Corp.1.10%
SNDKSandisk Corp.1.09%
LINLinde PLC1.01%
PANWPalo Alto Networks, Inc.1.01%
TMUST-Mobile US, Inc.0.90%

Questions people ask

Is AIQ the same as QQQM?

43.5% of their weight sits in the same 27 holdings. AIQ also reports SKHY, SAMSUNG ELECTRONICS CO., LTD., TSM, which the other does not. QQQM also reports WMT, COST, LRCX, which the other does not.

How is the overlap between AIQ and QQQM measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AIQ and 100% of QQQM, so the number cannot exceed the smaller coverage.

Which holds more, QQQM or AIQ?

AIQ reports 84 stock positions and QQQM reports 100. 45.5% of AIQ's weight sits in names QQQM does not hold, and 35.7% of QQQM's weight in names AIQ does not hold. The ten largest positions are 42.7% of AIQ and 50.3% of QQQM.

How do AIQ and QQQM differ by sector?

The widest gap is Consumer Cyclical: QQQM has 6.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

QQQM against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.