IVV vs QQQM Overlap

IVV is a U.S. large-cap core ETF from IShares, while QQQM is an equity ETF from Invesco. IVV and QQQM show heavy overlap, with an estimated weighted overlap of 51.16%. They share 85 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

51.2% overlap
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85Shared Holdings
OK
High Overlap

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Quick Answer

IVV is a U.S. large-cap core ETF from IShares, while QQQM is an equity ETF from Invesco. IVV and QQQM show heavy overlap, with an estimated weighted overlap of 51.16%. They share 85 holdings in the loaded dataset, led by NVDA, AAPL, and MSFT.

  • 51.16% weighted overlap across 85 shared holdings.
  • The top three shared holdings explain 38.23% of the measured overlap.
  • IVV is the broader fund, while QQQM is more targeted.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both may add less diversification than the fund names imply.

Data Freshness

IVV holdings
Mar 12, 2026
QQQM holdings
Mar 12, 2026
Overlap computed
Mar 15, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

IVV

iShares Core S&P 500 ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.03%
AUM
$733B
Inception
May 15, 2000

ETF B

QQQM

Invesco NASDAQ 100 ETF

Issuer
Invesco
Asset class
Equity
Expense ratio
0.15%
AUM
$71B
Inception
Oct 13, 2020

What Stands Out In This Comparison

01

What This Means

IVV is a U.S. large-cap core ETF from IShares, while QQQM is an equity ETF from Invesco. IVV and QQQM share a large chunk of the same portfolio weight. The overlap is driven by positions like NVDA, AAPL, and MSFT, so owning both may not diversify your stock exposure as much as the fund names suggest.

02

How They Differ

IVV is a U.S. large-cap core ETF from IShares, while QQQM is an equity ETF from Invesco. IVV is the broader fund, while QQQM is the more targeted sleeve. IVV has the lower expense ratio, while QQQM charges more for its exposure.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 38.23% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

If you want the broader portfolio building block, IVV is usually the wider choice. If you want the more focused tilt, QQQM is the narrower expression. IVV has the lower expense ratio, while QQQM charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 38.23% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between IVV and QQQM.

HoldingIVV Wt.QQQM Wt.Overlap
NVDA7.73%8.75%7.73%
AAPL6.64%7.51%6.64%
MSFT5.19%5.88%5.19%
AMZN3.59%4.47%3.59%
GOOGL3.08%3.48%3.08%
AVGO2.79%3.15%2.79%
GOOG2.46%3.23%2.46%
META2.45%3.74%2.45%
TSLA1.93%3.88%1.93%
WMT0.94%3.29%0.94%

Why These ETFs Overlap

IVV is a U.S. large-cap core ETF from IShares, while QQQM is an equity ETF from Invesco. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are NVDA, AAPL, and MSFT, which appear in both portfolios and push the overlap score higher.

Holding both IVV and QQQM may add less diversification than you expect. Many investors would choose the ETF that best matches their goal and avoid paying for duplicate exposure.

Related Comparisons

Frequently Asked Questions About IVV and QQQM

What is the overlap between IVV and QQQM?+
IVV and QQQM currently show an estimated weighted overlap of 51.16% based on the loaded holdings data.
How many holdings do IVV and QQQM share?+
They share 85 holdings in the current dataset.
Is the IVV and QQQM overlap high?+
The current verdict is High Overlap. That means the two ETFs have substantial duplication in portfolio weight.
Why do IVV and QQQM overlap?+
IVV and QQQM overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 38.23% of the measured overlap score.
Which ETF is broader, IVV or QQQM?+
IVV is the broader fund, while QQQM is the more targeted sleeve. That does not automatically make one better, but it helps explain why the pair can overlap while still serving different roles.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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