IVE vs QQQ: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Invesco QQQ Trust (QQQ)
overlap by weight · 63 shared holdings
IVE: 439 holdings (as of 2026-03-31) · QQQ: 101 holdings (as of 2026-03-31)
Low overlap
What this means
IVE and QQQ hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in IVE | in QQQ |
|---|---|---|---|
| Apple Inc. | AAPL | 6.9% | 7.63% |
| Amazon.com, Inc. | AMZN | 3.54% | 4.58% |
| Walmart Inc | WMT | 2.02% | 3.43% |
| Costco Wholesale Corporation | COST | 1.64% | 2.5% |
| Tesla Inc | TSLA | 1.47% | 3.8% |
| Linde PLC | LIN | 0.86% | 1.3% |
| Pepsico Inc | PEP | 0.79% | 1.2% |
| Intel Corporation | INTC | 0.77% | 1.25% |
| Texas Instruments Inc. | TXN | 0.65% | 1% |
| Analog Devices Inc. | ADI | 0.58% | 0.88% |
FAQ
How much do IVE and QQQ overlap?
IVE and QQQ have a 29.8% overlap by weight, sharing 63 holdings (out of 439 in IVE and 101 in QQQ), based on official issuer holdings as of 2026-03-31.
What does 29.8% overlap mean?
IVE and QQQ hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVE and QQQ both hold?
The largest shared positions are Apple Inc., Amazon.com, Inc., Walmart Inc, Costco Wholesale Corporation, Tesla Inc. The full list of top shared holdings with weights in each fund is shown on this page.