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

QTEC and SOXQ share 43.1% of their weight across 19 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.

QTEC and SOXQ

43.1%

19 shared positions

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

SOXQ

Invesco PHLX Semiconductor ETF

Reported positions cover 99% of the fund, 30 positions · May 31, 2026

Top 10: 63.0%·Holdings of SOXQ

Reported positions cover QTEC 100%, SOXQ 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SOXQ vs QTEC side by side

QTECFirst Trust NASDAQ-100-Technology Sector Index Fund

46

stock positions reported to the SEC

54.6% of its weight is in 27 names SOXQ does not hold

SOXQInvesco PHLX Semiconductor ETF

30

stock positions reported to the SEC

13.9% of its weight is in 11 names QTEC does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
91.0%
94.0%
Healthcare
4.9%
2.2%
Communication Services
2.0%
0.0%
Basic Materials
0.0%
0.8%

The widest gap is Technology: SOXQ has 3.0 points more of it.

The figures side by side

QTECSOXQ
Filing dateJun 30, 2026May 31, 2026
Stock positions reported4630
Weight of the ten largest28.7%63.0%
Largest positionAMAT 3.4%MU 11.8%
Held alone27 positions, 54.6%11 positions, 13.9%
Covered by stock positions100%99%

Holdings they share

StockIn QTECIn SOXQCounted
KLACKLA CORP3.29%3.14%3.14%
MRVLMARVELL TECHNOLOGY INC3.04%6.27%3.04%
AMATAPPLIED MATERIALS INC3.37%3.02%3.02%
LRCXLAM RESEARCH CORP2.85%3.40%2.85%
ASMLASML HOLDING NV2.59%2.78%2.59%
INTCINTEL CORP2.55%6.28%2.55%
MUMICRON TECHNOLOGY INC2.49%11.76%2.49%
AMDADVANCED MICRO DEVICES INC2.36%6.44%2.36%
TERTERADYNE INC2.71%2.15%2.15%
ALABASTERA LABS INC2.95%2.14%2.14%

What each holds alone

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

Only in QTEC

SNDKSANDISK CORP2.81%
PANWPALO ALTO NETWORKS INC2.54%
WDCWESTERN DIGITAL CORP2.52%
NBISNEBIUS GROUP NV2.50%
DASHDOORDASH INC2.43%
FTNTFORTINET INC2.33%
STXSEAGATE TECHNOLOGY HOLDINGS PLC2.30%
DDOGDATADOG INC2.21%
CRWDCROWDSTRIKE HOLDINGS INC2.19%
ROPROPER TECHNOLOGIES INC2.18%

Only in SOXQ

TSMTaiwan Semiconductor Manufacturing Co. Ltd.2.79%
COHRCoherent Corp.2.48%
ONON Semiconductor Corp.1.74%
GFSGLOBALFOUNDRIES Inc.1.63%
CRDOCredo Technology Group Holding Ltd.1.50%
MTSIMACOM Technology Solutions Holdings, Inc.1.00%
ENTGEntegris, Inc.0.77%
NOVA LTD.0.59%
RMBSRambus Inc.0.57%
SWKSSkyworks Solutions, Inc.0.43%

Questions people ask

Is QTEC the same as SOXQ?

43.1% of their weight sits in the same 19 holdings. QTEC also reports SNDK, PANW, WDC, which the other does not. SOXQ also reports TSM, COHR, ON, which the other does not.

How is the overlap between QTEC and SOXQ 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 QTEC and 99% of SOXQ, so the number cannot exceed the smaller coverage.

Which holds more, SOXQ or QTEC?

QTEC reports 46 stock positions and SOXQ reports 30. 54.6% of QTEC's weight sits in names SOXQ does not hold, and 13.9% of SOXQ's weight in names QTEC does not hold. The ten largest positions are 28.7% of QTEC and 63.0% of SOXQ.

How do QTEC and SOXQ differ by sector?

The widest gap is Technology: SOXQ has 3.0 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.

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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.