etf overlap · heavy overlap

QQQM vs VGT overlap

52% of QQQM and VGT is the same money, spread over 38 companies both funds hold.

Holdings as of August 31, 2026 · source: Invesco (QQQM), Vanguard (VGT)

overlapfull holdings, by weight
52%of each fund is money the other holds at the same weight, across 38 shared companies.
QQQM
52%42%
VGT
52%26%22%
  • same money
  • same companies, extra weight
  • only in this fund
Overlap = the sum, over companies both funds hold, of the smaller of the two weights. Cash and derivatives excluded.
01Shared

The companies you would own twice

held by bothtop 15 of 38
companyQQQMVGT
NVIDIA Corp logoNVDANVIDIA Corp8.41%17.73%
Apple Inc logoAAPLApple Inc7.29%15.79%
Palantir Technologies Inc logoPLTRPalantir Technologies Inc1.82%1.61%
Intel Corp logoINTCIntel Corp2.63%1.54%
CRCRWDCrowdstrike Holdings Inc1.14%0.93%
KLA Corp logoKLACKLA Corp1.09%0.92%
02Different

What only one of them gives you

only in QQQM64 names
Alphabet Inc logoGOOGAlphabet Inc2.80%
SPSPCXSpace Exploration Technologies Corp2.65%
only in VGT280 names
DEDELLDell Technologies Inc0.57%
GLGLWCorning Inc0.49%
03Questions

QQQM and VGT: what people ask

questions4 answered

How much do QQQM and VGT overlap?

52% by weight, as of August 31, 2026: heavy overlap. 38 companies appear in both funds; they make up 58% of QQQM and 78% of VGT.

Which stocks do QQQM and VGT both hold?

The largest shared positions are NVDA, AAPL, MSFT, MU and AMD. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both QQQM and VGT?

Out of every $100 split evenly between them, about $52 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 64 names only in QQQM, 280 only in VGT. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files Invesco and Vanguard publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart.

Hold QQQM and VGT?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.