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

CGGO and QQQM share 26.2% of their weight across 24 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.

CGGO and QQQM

26.2%

24 shared positions

CGGO

Capital Group Global Growth Equity ETF

Reported positions cover 100% of the fund, 105 positions · May 31, 2026

Top 10: 35.3%·Holdings of CGGO

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 CGGO 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 CGGO side by side

CGGOCapital Group Global Growth Equity ETF

105

stock positions reported to the SEC

66.3% of its weight is in 81 names QQQM does not hold

QQQMInvesco NASDAQ 100 ETF

100

stock positions reported to the SEC

43.6% of its weight is in 76 names CGGO does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
43.7%
69.8%
Consumer Cyclical
6.6%
11.3%
Healthcare
7.8%
3.6%
Consumer Defensive
0.0%
5.7%
Industrials
5.1%
0.0%
Financial Services
4.8%
0.0%

The widest gap is Technology: QQQM has 26.1 points more of it.

The figures side by side

CGGOQQQM
Filing dateMay 31, 2026May 31, 2026
Stock positions reported105100
Weight of the ten largest35.3%50.3%
Largest positionTSM 6.6%NVDA 8.1%
Held alone81 positions, 66.3%76 positions, 43.6%
Covered by stock positions100%100%

Holdings they share

StockIn CGGOIn QQQMCounted
MUMicron Technology Inc5.69%4.78%4.78%
AVGOBroadcom Inc3.70%3.36%3.36%
GOOGLAlphabet Inc3.02%6.75%3.02%
MSFTMicrosoft Corp2.04%5.30%2.04%
NVDANVIDIA Corp1.39%8.13%1.39%
METAMeta Platforms Inc1.37%2.96%1.37%
INTCIntel Corp0.98%2.51%0.98%
APPAppLovin Corp0.81%0.82%0.81%
WDCWestern Digital Corp2.45%0.79%0.79%
AAPLApple Inc0.75%7.26%0.75%

What each holds alone

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

Only in CGGO

TSMTaiwan Semiconductor Manufacturing Co Ltd6.62%
SKHYSK hynix Inc5.32%
SAMSUNG ELECTRONICS CO LTD2.41%
CAPITAL GROUP CENTRAL CASH FUND1.66%
AONAon PLC1.46%
CCitigroup Inc1.42%
SIEMENS AG1.30%
3I GROUP PLC1.11%
PRUDENTIAL PLC1.05%
UNHUnitedHealth Group Inc1.04%

Only in QQQM

AMDAdvanced Micro Devices, Inc.3.68%
TSLATesla, Inc.3.45%
WMTWalmart Inc.2.47%
CSCOCisco Systems, Inc.2.08%
LRCXLam Research Corp.1.74%
NFLXNetflix, Inc.1.59%
PLTRPalantir Technologies Inc.1.57%
AMATApplied Materials, Inc.1.56%
TXNTexas Instruments Inc.1.21%
QCOMQUALCOMM Inc.1.17%

Questions people ask

Is CGGO the same as QQQM?

26.2% of their weight sits in the same 24 holdings. CGGO also reports TSM, SKHY, SAMSUNG ELECTRONICS CO LTD, which the other does not. QQQM also reports AMD, TSLA, WMT, which the other does not.

How is the overlap between CGGO 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 CGGO and 100% of QQQM, so the number cannot exceed the smaller coverage.

Which holds more, QQQM or CGGO?

CGGO reports 105 stock positions and QQQM reports 100. 66.3% of CGGO's weight sits in names QQQM does not hold, and 43.6% of QQQM's weight in names CGGO does not hold. The ten largest positions are 35.3% of CGGO and 50.3% of QQQM.

How do CGGO and QQQM differ by sector?

The widest gap is Technology: QQQM has 26.1 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.