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

QTEC and SPHB share 28.8% of their weight across 24 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 SPHB

28.8%

24 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

SPHB

Invesco S&P 500 High Beta ETF

Reported positions cover 102% of the fund, 100 positions · May 31, 2026

Top 10: 17.4%·Holdings of SPHB

Reported positions cover QTEC 100%, SPHB 102% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPHB vs QTEC side by side

QTECFirst Trust NASDAQ-100-Technology Sector Index Fund

46

stock positions reported to the SEC

45.8% of its weight is in 22 names SPHB does not hold

SPHBInvesco S&P 500 High Beta ETF

100

stock positions reported to the SEC

73.3% of its weight is in 76 names QTEC does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
91.0%
52.4%
Financial Services
0.0%
13.5%
Industrials
0.0%
11.0%
Consumer Cyclical
0.0%
8.0%
Healthcare
4.9%
7.2%
Communication Services
2.0%
0.0%

The widest gap is Technology: QTEC has 38.7 points more of it.

The figures side by side

QTECSPHB
Filing dateJun 30, 2026May 31, 2026
Stock positions reported46100
Weight of the ten largest28.7%17.4%
Largest positionAMAT 3.4%SNDK 2.2%
Held alone22 positions, 45.8%76 positions, 73.3%
Covered by stock positions100%102%

Holdings they share

StockIn QTECIn SPHBCounted
SNDKSANDISK CORP2.81%2.20%2.20%
MUMICRON TECHNOLOGY INC2.49%1.92%1.92%
APPAPPLOVIN CORP1.76%1.71%1.71%
AMDADVANCED MICRO DEVICES INC2.36%1.50%1.50%
LRCXLAM RESEARCH CORP2.85%1.45%1.45%
TERTERADYNE INC2.71%1.35%1.35%
WDCWESTERN DIGITAL CORP2.52%1.33%1.33%
DDOGDATADOG INC2.21%1.28%1.28%
KLACKLA CORP3.29%1.23%1.23%
STXSEAGATE TECHNOLOGY HOLDINGS PLC2.30%1.20%1.20%

What each holds alone

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

Only in QTEC

MRVLMARVELL TECHNOLOGY INC3.04%
ALABASTERA LABS INC2.95%
ASMLASML HOLDING NV2.59%
PANWPALO ALTO NETWORKS INC2.54%
NBISNEBIUS GROUP NV2.50%
FTNTFORTINET INC2.33%
CRWDCROWDSTRIKE HOLDINGS INC2.19%
ROPROPER TECHNOLOGIES INC2.18%
ARM HOLDINGS PLC2.10%
TXNTEXAS INSTRUMENTS INC2.04%

Only in SPHB

SMCISuper Micro Computer, Inc.1.96%
HOODRobinhood Markets, Inc.1.95%
COINCoinbase Global, Inc.1.62%
DELLDell Technologies Inc.1.57%
COHRCoherent Corp.1.53%
UALUnited Airlines Holdings, Inc.1.38%
CIENCiena Corp.1.32%
LITELumentum Holdings Inc.1.27%
ANETArista Networks, Inc.1.26%
CCLCarnival Corp. Ltd.1.24%

Questions people ask

Is QTEC the same as SPHB?

28.8% of their weight sits in the same 24 holdings. QTEC also reports MRVL, ALAB, ASML, which the other does not. SPHB also reports SMCI, HOOD, COIN, which the other does not.

How is the overlap between QTEC and SPHB 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 102% of SPHB, so the number cannot exceed the smaller coverage.

Which holds more, SPHB or QTEC?

QTEC reports 46 stock positions and SPHB reports 100. 45.8% of QTEC's weight sits in names SPHB does not hold, and 73.3% of SPHB's weight in names QTEC does not hold. The ten largest positions are 28.7% of QTEC and 17.4% of SPHB.

How do QTEC and SPHB differ by sector?

The widest gap is Technology: QTEC has 38.7 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.