QUAL vs SPHQ overlap - what they share and where they differ

QUAL and SPHQ share 37.4% of their weight across 48 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.

QUAL and SPHQ

37.4%

48 shared positions

QUAL

iShares MSCI USA Quality Factor ETF

Reported positions cover 100% of the fund, 120 positions · Apr 30, 2026

Top 10: 41.1%·Holdings of QUAL

SPHQ

Invesco S&P 500 Quality ETF

Reported positions cover 100% of the fund, 99 positions · Apr 30, 2026

Top 10: 40.7%·Holdings of SPHQ

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

SPHQ vs QUAL side by side

QUALiShares MSCI USA Quality Factor ETF

120

stock positions reported to the SEC

59.2% of its weight is in 72 names SPHQ does not hold

SPHQInvesco S&P 500 Quality ETF

99

stock positions reported to the SEC

36.6% of its weight is in 51 names QUAL does not hold

Where each fund's weight sits

QUAL
SPHQ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
47.0%
39.9%
Consumer Defensive
0.0%
14.5%
Financial Services
11.3%
13.2%
Healthcare
9.7%
10.7%
Consumer Cyclical
9.2%
4.9%
Industrials
5.2%
0.0%

The widest gap is Consumer Defensive: SPHQ has 14.5 points more of it.

The figures side by side

QUALSPHQ
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported12099
Weight of the ten largest41.1%40.7%
Largest positionNVDA 6.5%COST 4.8%
Held alone72 positions, 59.2%51 positions, 36.6%
Covered by stock positions100%100%

Holdings they share

StockIn QUALIn SPHQCounted
AAPLAPPLE INC.6.27%4.50%4.50%
LRCXLAM RESEARCH CORPORATION3.22%4.09%3.22%
VVISA INC.3.08%4.68%3.08%
KLACKLA CORPORATION2.78%3.27%2.78%
CATCATERPILLAR INC.2.52%3.78%2.52%
AMATAPPLIED MATERIALS, INC.2.45%2.79%2.45%
MAMASTERCARD INCORPORATED2.30%4.32%2.30%
QCOMQUALCOMM INCORPORATED1.41%2.03%1.41%
COSTCOSTCO WHOLESALE CORPORATION1.31%4.81%1.31%
ADBEADOBE INC.1.19%1.44%1.19%

What each holds alone

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

Only in QUAL

NVDANVIDIA CORPORATION6.50%
MSFTMICROSOFT CORPORATION5.04%
GOOGLALPHABET INC.4.64%
METAMETA PLATFORMS, INC.3.49%
TJXTHE TJX COMPANIES, INC.3.19%
LLYELI LILLY AND COMPANY2.92%
BRK.ABERKSHIRE HATHAWAY INC.2.11%
NFLXNETFLIX, INC.1.99%
JNJJOHNSON & JOHNSON1.92%
SLBSLB N.V.1.56%

Only in SPHQ

GENERAL ELECTRIC CO.4.16%
CSCOCisco Systems, Inc.3.54%
GEVGE Vernova Inc.3.15%
GILDGilead Sciences, Inc.2.27%
WDCWestern Digital Corp.2.15%
TJX COS., INC. (THE)1.79%
EATON CORP. PLC1.64%
MMM3M Co.1.17%
PHParker-Hannifin Corp.1.08%
JCIJohnson Controls International PLC1.05%

Questions people ask

Is QUAL the same as SPHQ?

37.4% of their weight sits in the same 48 holdings. QUAL also reports NVDA, MSFT, GOOGL, which the other does not. SPHQ also reports GENERAL ELECTRIC CO., CSCO, GEV, which the other does not.

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

Which holds more, SPHQ or QUAL?

QUAL reports 120 stock positions and SPHQ reports 99. 59.2% of QUAL's weight sits in names SPHQ does not hold, and 36.6% of SPHQ's weight in names QUAL does not hold. The ten largest positions are 41.1% of QUAL and 40.7% of SPHQ.

How do QUAL and SPHQ differ by sector?

The widest gap is Consumer Defensive: SPHQ has 14.5 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.