AVEM vs CQQQ overlap - what they share and where they differ

AVEM and CQQQ share 1.9% of their weight across 13 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.

AVEM and CQQQ

1.9%

13 shared positions

AVEM

Avantis Emerging Markets Equity ETF

Reported positions cover 98% of the fund, 1,401 positions · May 31, 2026

Top 10: 30.6%·Holdings of AVEM

CQQQ

Invesco China Technology ETF

Reported positions cover 100% of the fund, 168 positions · Apr 30, 2026

Top 10: 51.1%·Holdings of CQQQ

Reported positions cover AVEM 98%, CQQQ 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

CQQQ vs AVEM side by side

AVEMAvantis Emerging Markets Equity ETF

1,401

stock positions reported to the SEC

96.1% of its weight is in 1,388 names CQQQ does not hold

CQQQInvesco China Technology ETF

168

stock positions reported to the SEC

65.4% of its weight is in 155 names AVEM does not hold

Where each fund's weight sits

AVEM
CQQQ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.9%
21.5%
Financial Services
3.3%
0.0%
Consumer Cyclical
1.6%
1.2%
Basic Materials
1.4%
0.0%
Industrials
0.7%
0.1%
Healthcare
0.0%
0.2%

The widest gap is Financial Services: AVEM has 3.3 points more of it.

The figures side by side

AVEMCQQQ
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported1,401168
Weight of the ten largest30.6%51.1%
Largest positionTSM 10.4%MEITUAN 8.6%
Held alone1,388 positions, 96.1%155 positions, 65.4%
Covered by stock positions98%100%

Holdings they share

StockIn AVEMIn CQQQCounted
PDDPDD Holdings Inc0.70%8.48%0.70%
INHDInnoprise Plantations BHD0.40%0.85%0.40%
KUAISHOU TECHNOLOGY0.25%4.28%0.25%
MEITUAN0.12%8.59%0.12%
EVEXEven Construtora e Incorporadora S/A0.18%0.11%0.11%
PPLIPeople & Technology Inc0.08%0.08%0.08%
GDSGDS Holdings Ltd0.05%1.53%0.05%
TENCENT MUSIC ENTERTAINMENT GROUP0.04%1.58%0.04%
ATHMAutohome Inc0.03%0.40%0.03%
KCKingsoft Corp Ltd0.03%1.03%0.03%

What each holds alone

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

Only in AVEM

TSMTaiwan Semiconductor Co Ltd10.44%
SKHYSK hynix Inc7.82%
SAMSUNG ELECTRONICS CO LTD5.70%
TENCENT HOLDINGS LTD1.51%
MEDIATEK INC1.11%
CHINA CONSTRUCTION BANK CORP0.88%
BABAAlibaba Group Holding Ltd0.81%
CHROMA ATE INC0.81%
DELTA ELECTRONICS INC0.77%
HON HAI PRECISION INDUSTRY CO LTD0.76%

Only in CQQQ

TENCENT HOLDINGS LTD.8.41%
HUA HONG SEMICONDUCTOR LTD.3.84%
HORIZON ROBOTICS2.98%
CAMBRICON TECHNOLOGIES CORP. LTD.2.59%
SENSETIME GROUP INC.2.58%
HYGON INFORMATION TECHNOLOGY CO., LTD.2.50%
BILIBilibili Inc.2.20%
SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.1.91%
KINGBOARD LAMINATES HOLDINGS LTD.1.45%
NAURA TECHNOLOGY GROUP CO., LTD.1.39%

Questions people ask

Is AVEM the same as CQQQ?

1.9% of their weight sits in the same 13 holdings. AVEM also reports TSM, SKHY, SAMSUNG ELECTRONICS CO LTD, which the other does not. CQQQ also reports TENCENT HOLDINGS LTD., HUA HONG SEMICONDUCTOR LTD., HORIZON ROBOTICS, which the other does not.

How is the overlap between AVEM and CQQQ measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of AVEM and 100% of CQQQ, so the number cannot exceed the smaller coverage.

Which holds more, CQQQ or AVEM?

AVEM reports 1,401 stock positions and CQQQ reports 168. 96.1% of AVEM's weight sits in names CQQQ does not hold, and 65.4% of CQQQ's weight in names AVEM does not hold. The ten largest positions are 30.6% of AVEM and 51.1% of CQQQ.

How do AVEM and CQQQ differ by sector?

The widest gap is Financial Services: AVEM has 3.3 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.

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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.