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

QQQM and QTEC share 40.3% of their weight across 42 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.

QQQM and QTEC

40.3%

42 shared positions

QQQM

Invesco NASDAQ 100 ETF

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

Top 10: 50.3%·Holdings of QQQM

QTEC

First Trust NASDAQ-100-Technology Sector Index Fund

Reported positions cover 100% of the fund, 46 positions · Jun 30, 2026

Top 10: 28.7%·Holdings of QTEC

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

QTEC vs QQQM side by side

QQQMInvesco NASDAQ 100 ETF

100

stock positions reported to the SEC

33.2% of its weight is in 58 names QTEC does not hold

QTECFirst Trust NASDAQ-100-Technology Sector Index Fund

46

stock positions reported to the SEC

10.1% of its weight is in 4 names QQQM does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
69.8%
91.0%
Consumer Cyclical
11.3%
0.0%
Consumer Defensive
5.7%
0.0%
Healthcare
3.6%
4.9%
Communication Services
3.4%
2.0%

The widest gap is Technology: QTEC has 21.2 points more of it.

The figures side by side

QQQMQTEC
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported10046
Weight of the ten largest50.3%28.7%
Largest positionNVDA 8.1%AMAT 3.4%
Held alone58 positions, 33.2%4 positions, 10.1%
Covered by stock positions100%100%

Holdings they share

StockIn QQQMIn QTECCounted
INTCIntel Corp.2.51%2.55%2.51%
MUMicron Technology, Inc.4.78%2.49%2.49%
AMDAdvanced Micro Devices, Inc.3.68%2.36%2.36%
NVDANVIDIA Corp.8.13%1.99%1.99%
GOOGLAlphabet Inc.6.75%1.96%1.96%
AAPLApple Inc.7.26%1.94%1.94%
METAMeta Platforms, Inc.2.96%1.87%1.87%
AVGOBroadcom Inc.3.36%1.77%1.77%
LRCXLam Research Corp.1.74%2.85%1.74%
MSFTMicrosoft Corp.5.30%1.74%1.74%

What each holds alone

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

Only in QQQM

AMZNAmazon.com, Inc.4.60%
TSLATesla, Inc.3.45%
WMTWalmart Inc.2.47%
CSCOCisco Systems, Inc.2.08%
COSTCostco Wholesale Corp.1.86%
NFLXNetflix, Inc.1.59%
LINLinde PLC1.01%
TMUST-Mobile US, Inc.0.90%
PEPPepsiCo, Inc.0.86%
AMGNAmgen Inc.0.79%

Only in QTEC

ALABASTERA LABS INC2.95%
TERTERADYNE INC2.71%
NBISNEBIUS GROUP NV2.50%
CRWVCOREWEAVE INC1.90%

Questions people ask

Is QQQM the same as QTEC?

40.3% of their weight sits in the same 42 holdings. QQQM also reports AMZN, TSLA, WMT, which the other does not. QTEC also reports ALAB, TER, NBIS, which the other does not.

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

Which holds more, QTEC or QQQM?

QQQM reports 100 stock positions and QTEC reports 46. 33.2% of QQQM's weight sits in names QTEC does not hold, and 10.1% of QTEC's weight in names QQQM does not hold. The ten largest positions are 50.3% of QQQM and 28.7% of QTEC.

How do QQQM and QTEC differ by sector?

The widest gap is Technology: QTEC has 21.2 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.