IVE vs QQQM: how much do they overlap?

iShares S&P 500 Value ETF (IVE) · Invesco NASDAQ 100 ETF (QQQM)

29.8%

overlap by weight · 63 shared holdings

IVE: 439 holdings (as of 2026-03-31) · QQQM: 101 holdings (as of 2026-02-28)

Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.

Low overlap

What this means

IVE and QQQM 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

CompanyTickerin IVEin QQQM
Apple Inc. AAPL 6.9% 7.59%
Amazon.com, Inc. AMZN 3.54% 4.36%
Walmart Inc WMT 2.02% 3.36%
Costco Wholesale Corporation COST 1.64% 2.4%
Tesla Inc TSLA 1.47% 3.91%
Linde PLC LIN 0.86% 1.27%
Pepsico Inc PEP 0.79% 1.25%
Intel Corporation INTC 0.77% 1.17%
Texas Instruments Inc. TXN 0.65% 1.03%
Analog Devices Inc. ADI 0.58% 0.93%

FAQ

How much do IVE and QQQM overlap?

IVE and QQQM have a 29.8% overlap by weight, sharing 63 holdings (out of 439 in IVE and 101 in QQQM), based on official issuer holdings as of 2026-03-31.

What does 29.8% overlap mean?

IVE and QQQM hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do IVE and QQQM 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.

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