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

QQQM and SCHG share 59.4% of their weight across 46 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 SCHG

59.4%

46 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

SCHG

Schwab U.S. Large-Cap Growth ETF

Reported positions cover 100% of the fund, 192 positions · May 31, 2026

Top 10: 60.1%·Holdings of SCHG

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

SCHG vs QQQM side by side

QQQMInvesco NASDAQ 100 ETF

100

stock positions reported to the SEC

34.8% of its weight is in 54 names SCHG does not hold

SCHGSchwab U.S. Large-Cap Growth ETF

192

stock positions reported to the SEC

28.1% of its weight is in 146 names QQQM does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
69.8%
61.4%
Consumer Cyclical
11.3%
12.2%
Healthcare
3.6%
8.3%
Financial Services
0.0%
6.4%
Consumer Defensive
5.7%
0.0%
Communication Services
3.4%
0.0%

The widest gap is Technology: QQQM has 8.4 points more of it.

The figures side by side

QQQMSCHG
Filing dateMay 31, 2026May 31, 2026
Stock positions reported100192
Weight of the ten largest50.3%60.1%
Largest positionNVDA 8.1%NVDA 11.0%
Held alone54 positions, 34.8%146 positions, 28.1%
Covered by stock positions100%100%

Holdings they share

StockIn QQQMIn SCHGCounted
NVDANVIDIA Corp.8.13%11.01%8.13%
AAPLApple Inc.7.26%9.83%7.26%
GOOGLAlphabet Inc.6.75%8.53%6.75%
MSFTMicrosoft Corp.5.30%7.17%5.30%
AMZNAmazon.com, Inc.4.60%5.67%4.60%
TSLATesla, Inc.3.45%3.91%3.45%
AVGOBroadcom Inc.3.36%4.55%3.36%
METAMeta Platforms, Inc.2.96%3.45%2.96%
AMDAdvanced Micro Devices, Inc.3.68%2.93%2.93%
COSTCostco Wholesale Corp.1.86%1.48%1.48%

What each holds alone

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

Only in QQQM

MUMicron Technology, Inc.4.78%
INTCIntel Corp.2.51%
WMTWalmart Inc.2.47%
CSCOCisco Systems, Inc.2.08%
LRCXLam Research Corp.1.74%
AMATApplied Materials, Inc.1.56%
TXNTexas Instruments Inc.1.21%
QCOMQUALCOMM Inc.1.17%
SNDKSandisk Corp.1.09%
ADIAnalog Devices, Inc.0.88%

Only in SCHG

LLYEli Lilly & Co3.05%
VVisa Inc1.92%
MAMastercard Inc1.40%
UNHUnitedHealth Group Inc1.20%
GENERAL ELECTRIC CO1.18%
GEVGE Vernova Inc0.91%
TMOThermo Fisher Scientific Inc0.65%
DISWalt Disney Co/The0.63%
CRMSalesforce Inc0.62%
ANETArista Networks Inc0.57%

Questions people ask

Is QQQM the same as SCHG?

59.4% of their weight sits in the same 46 holdings. QQQM also reports MU, INTC, WMT, which the other does not. SCHG also reports LLY, V, MA, which the other does not.

How is the overlap between QQQM and SCHG 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 SCHG, so the number cannot exceed the smaller coverage.

Which holds more, SCHG or QQQM?

QQQM reports 100 stock positions and SCHG reports 192. 34.8% of QQQM's weight sits in names SCHG does not hold, and 28.1% of SCHG's weight in names QQQM does not hold. The ten largest positions are 50.3% of QQQM and 60.1% of SCHG.

How do QQQM and SCHG differ by sector?

The widest gap is Technology: QQQM has 8.4 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.