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

FTCS and SPHQ share 27.4% of their weight across 22 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 SPHQ

27.4%

22 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

SPHQ

Invesco S&P 500 Quality ETF

Reported positions cover 100% of the fund, 99 positions · Apr 30, 2026

Top 10: 40.7%·Holdings of SPHQ

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

SPHQ vs FTCS side by side

FTCSFirst Trust Capital Strength ETF

51

stock positions reported to the SEC

54.8% of its weight is in 29 names SPHQ does not hold

SPHQInvesco S&P 500 Quality ETF

99

stock positions reported to the SEC

57.8% of its weight is in 77 names FTCS does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
12.9%
39.9%
Healthcare
23.1%
10.7%
Financial Services
20.5%
13.2%
Consumer Defensive
0.0%
14.5%
Industrials
13.6%
0.0%
Consumer Cyclical
11.8%
4.9%

The widest gap is Technology: SPHQ has 26.9 points more of it.

The figures side by side

FTCSSPHQ
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported5199
Weight of the ten largest23.0%40.7%
Largest positionCSCO 2.7%COST 4.8%
Held alone29 positions, 54.8%77 positions, 57.8%
Covered by stock positions100%100%

Holdings they share

StockIn FTCSIn SPHQCounted
CSCOCISCO SYSTEMS INC2.74%3.54%2.74%
VVISA INC2.18%4.68%2.18%
MRKMERCK & COMPANY INC2.17%2.86%2.17%
AAPLAPPLE INC2.16%4.50%2.16%
KOCOCA-COLA COMPANY (THE)2.16%3.33%2.16%
PGPROCTER & GAMBLE COMPANY (THE)2.01%3.46%2.01%
MAMASTERCARD INC1.98%4.32%1.98%
COSTCOSTCO WHOLESALE CORP1.88%4.81%1.88%
GILDGILEAD SCIENCES INC1.85%2.27%1.85%
TTTRANE TECHNOLOGIES PLC2.08%1.29%1.29%

What each holds alone

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

Only in FTCS

ADPAUTOMATIC DATA PROCESSING INC2.25%
CINFCINCINNATI FINANCIAL CORP2.24%
AAGILENT TECHNOLOGIES INC2.20%
JNJJOHNSON & JOHNSON2.18%
UNPUNION PACIFIC CORP2.18%
PAYXPAYCHEX INC2.15%
WRBW. R. BERKLEY CORP2.14%
GDGENERAL DYNAMICS CORP2.12%
LINLINDE PLC2.12%
GOOGLALPHABET INC2.11%

Only in SPHQ

GENERAL ELECTRIC CO.4.16%
LRCXLam Research Corp.4.09%
CATCaterpillar Inc.3.78%
KLACKLA Corp.3.27%
GEVGE Vernova Inc.3.15%
AMATApplied Materials, Inc.2.79%
WDCWestern Digital Corp.2.15%
QCOMQUALCOMM Inc.2.03%
TJX COS., INC. (THE)1.79%
EATON CORP. PLC1.64%

Questions people ask

Is FTCS the same as SPHQ?

27.4% of their weight sits in the same 22 holdings. FTCS also reports ADP, CINF, A, which the other does not. SPHQ also reports GENERAL ELECTRIC CO., LRCX, CAT, which the other does not.

How is the overlap between FTCS and SPHQ 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 SPHQ, so the number cannot exceed the smaller coverage.

Which holds more, SPHQ or FTCS?

FTCS reports 51 stock positions and SPHQ reports 99. 54.8% of FTCS's weight sits in names SPHQ does not hold, and 57.8% of SPHQ's weight in names FTCS does not hold. The ten largest positions are 23.0% of FTCS and 40.7% of SPHQ.

How do FTCS and SPHQ differ by sector?

The widest gap is Technology: SPHQ has 26.9 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.