MTUM vs QQQ overlap - what they share and where they differ

MTUM and QQQ share 41.5% 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.

MTUM and QQQ

41.5%

28 shared positions

MTUM

iShares MSCI USA Momentum Factor ETF

Reported positions cover 100% of the fund, 122 positions · Apr 30, 2026

Top 10: 42.8%·Holdings of MTUM

QQQ

Invesco QQQ Trust, Series 1

Reported positions cover 100% of the fund, 101 positions · Jun 30, 2026

Top 10: 47.8%·Holdings of QQQ

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

QQQ vs MTUM side by side

MTUMiShares MSCI USA Momentum Factor ETF

122

stock positions reported to the SEC

51.1% of its weight is in 94 names QQQ does not hold

QQQInvesco QQQ Trust, Series 1

101

stock positions reported to the SEC

53.4% of its weight is in 73 names MTUM does not hold

Where each fund's weight sits

MTUM
QQQ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
54.7%
70.7%
Consumer Cyclical
4.3%
10.6%
Financial Services
7.4%
0.0%
Healthcare
6.0%
3.9%
Consumer Defensive
0.0%
5.5%
Industrials
5.4%
0.0%

The widest gap is Technology: QQQ has 16.0 points more of it.

The figures side by side

MTUMQQQ
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported122101
Weight of the ten largest42.8%47.8%
Largest positionMU 5.6%NVDA 7.6%
Held alone94 positions, 51.1%73 positions, 53.4%
Covered by stock positions100%100%

Holdings they share

StockIn MTUMIn QQQCounted
MUMICRON TECHNOLOGY, INC.5.56%5.64%5.56%
GOOGLALPHABET INC.5.33%6.29%5.33%
NVDANVIDIA CORPORATION4.64%7.60%4.64%
AMDADVANCED MICRO DEVICES, INC.4.03%4.10%4.03%
INTCINTEL CORPORATION3.83%3.04%3.04%
AVGOBROADCOM INC.5.40%2.81%2.81%
WMTWALMART INC.2.75%2.39%2.39%
AMATAPPLIED MATERIALS, INC.2.36%2.49%2.36%
LRCXLAM RESEARCH CORPORATION3.61%2.35%2.35%
KLACKLA CORPORATION1.61%1.71%1.61%

What each holds alone

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

Only in MTUM

JNJJOHNSON & JOHNSON3.76%
EXXON MOBIL CORPORATION3.43%
CATCATERPILLAR INC.3.21%
JPMORGAN CHASE & CO.2.87%
GEVGE VERNOVA INC.2.53%
GENERAL ELECTRIC COMPANY1.90%
GSTHE GOLDMAN SACHS GROUP, INC.1.69%
APHAMPHENOL CORPORATION1.55%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY1.51%
RTXRTX CORPORATION1.46%

Only in QQQ

AAPLApple Inc.6.67%
MSFTMicrosoft Corp.4.35%
AMZNAmazon.com, Inc.4.02%
TSLATesla, Inc.3.30%
METAMeta Platforms, Inc.2.62%
CSCOCisco Systems, Inc.2.01%
COSTCostco Wholesale Corp.1.80%
SNDKSandisk Corp.1.46%
NFLXNetflix, Inc.1.30%
PANWPalo Alto Networks, Inc.1.21%

Questions people ask

Is MTUM the same as QQQ?

41.5% of their weight sits in the same 28 holdings. MTUM also reports JNJ, EXXON MOBIL CORPORATION, CAT, which the other does not. QQQ also reports AAPL, MSFT, AMZN, which the other does not.

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

Which holds more, QQQ or MTUM?

MTUM reports 122 stock positions and QQQ reports 101. 51.1% of MTUM's weight sits in names QQQ does not hold, and 53.4% of QQQ's weight in names MTUM does not hold. The ten largest positions are 42.8% of MTUM and 47.8% of QQQ.

How do MTUM and QQQ differ by sector?

The widest gap is Technology: QQQ has 16.0 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.

Other pairs with these funds

QQQ 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.