FTCS vs QUAL overlap - what they share and where they differ

FTCS and QUAL share 24.8% of their weight across 28 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.

FTCS and QUAL

24.8%

28 shared positions

FTCS

First Trust Capital Strength ETF

Reported positions cover 100% of the fund, 51 positions · Jun 30, 2026

Top 10: 23.0%·Holdings of FTCS

QUAL

iShares MSCI USA Quality Factor ETF

Reported positions cover 100% of the fund, 120 positions · Apr 30, 2026

Top 10: 41.1%·Holdings of QUAL

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

QUAL vs FTCS side by side

FTCSFirst Trust Capital Strength ETF

51

stock positions reported to the SEC

44.3% of its weight is in 23 names QUAL does not hold

QUALiShares MSCI USA Quality Factor ETF

120

stock positions reported to the SEC

62.6% of its weight is in 92 names FTCS does not hold

Where each fund's weight sits

FTCS
QUAL
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
12.9%
47.0%
Healthcare
23.1%
9.7%
Financial Services
20.5%
11.3%
Industrials
13.6%
5.2%
Consumer Cyclical
11.8%
9.2%

The widest gap is Technology: QUAL has 34.0 points more of it.

The figures side by side

FTCSQUAL
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported51120
Weight of the ten largest23.0%41.1%
Largest positionCSCO 2.7%NVDA 6.5%
Held alone23 positions, 44.3%92 positions, 62.6%
Covered by stock positions100%100%

Holdings they share

StockIn FTCSIn QUALCounted
VVISA INC2.18%3.08%2.18%
AAPLAPPLE INC2.16%6.27%2.16%
GOOGLALPHABET INC2.11%4.64%2.11%
MAMASTERCARD INC1.98%2.30%1.98%
JNJJOHNSON & JOHNSON2.18%1.92%1.92%
TJXTJX COMPANIES INC (THE)1.90%3.19%1.90%
MSFTMICROSOFT CORP1.78%5.04%1.78%
COSTCOSTCO WHOLESALE CORP1.88%1.31%1.31%
WMTWALMART INC1.79%1.23%1.23%
MRKMERCK & COMPANY INC2.17%1.08%1.08%

What each holds alone

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

Only in FTCS

CSCOCISCO SYSTEMS INC2.74%
CINFCINCINNATI FINANCIAL CORP2.24%
AAGILENT TECHNOLOGIES INC2.20%
UNPUNION PACIFIC CORP2.18%
CLCOLGATE-PALMOLIVE COMPANY2.15%
SNASNAP-ON INC2.13%
GDGENERAL DYNAMICS CORP2.12%
LINLINDE PLC2.12%
MMM3M COMPANY2.11%
AMGNAMGEN INC2.05%

Only in QUAL

NVDANVIDIA CORPORATION6.50%
METAMETA PLATFORMS, INC.3.49%
LRCXLAM RESEARCH CORPORATION3.22%
LLYELI LILLY AND COMPANY2.92%
KLACKLA CORPORATION2.78%
CATCATERPILLAR INC.2.52%
AMATAPPLIED MATERIALS, INC.2.45%
BRK.ABERKSHIRE HATHAWAY INC.2.11%
NFLXNETFLIX, INC.1.99%
SLBSLB N.V.1.56%

Questions people ask

Is FTCS the same as QUAL?

24.8% of their weight sits in the same 28 holdings. FTCS also reports CSCO, CINF, A, which the other does not. QUAL also reports NVDA, META, LRCX, which the other does not.

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

Which holds more, QUAL or FTCS?

FTCS reports 51 stock positions and QUAL reports 120. 44.3% of FTCS's weight sits in names QUAL does not hold, and 62.6% of QUAL's weight in names FTCS does not hold. The ten largest positions are 23.0% of FTCS and 41.1% of QUAL.

How do FTCS and QUAL differ by sector?

The widest gap is Technology: QUAL has 34.0 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.

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.