QQQ vs VGT

Invesco QQQ Trust vs Vanguard Information Technology Index Fund ETF Shares. Holdings overlap, sector exposure, and key differences compared.

ETF A
QQQ
Invesco QQQ Trust
Holdings50
CategoryLarge Growth
ETF B
VGT
Vanguard Information Technology Index Fund ETF Shares
Holdings314
CategoryTechnology

Holdings overlap

43.8%
Weighted overlap
23
Shared holdings
27
Unique to QQQ
291
Unique to VGT

QQQ and VGT share 23 holdings, representing 43.8% weighted overlap. These funds are quite different. Combining them provides genuine diversification.

Shared holdings

Each band represents a holding. Shared holdings are connected by ribbons between QQQ and VGT. Band height reflects the holding's weight in the fund. Colour indicates sector.

Band height = weight in ETF · Color = sector · Ribbons = shared holdings
QQQVGTNVDA8.7%AAPL7.4%MSFT5.4%AVGO3.3%MU2.5%AMD2.1%CSCO1.8%LRCX1.7%AMAT1.7%INTC1.6%AMZN4.9%GOOGL3.6%META3.6%WMT3.4%TSLA3.3%22 more unique22.0%NVDA18.5%AAPL15.8%MSFT10.2%AVGO4.4%MU2.0%261 more unique26.1%

Sector breakdown

Side-by-side sector exposure. Bars grow outward from the centre. Wider bars mean higher allocation.

QQQ - Invesco QQQ Trust
VGT - Vanguard Information Technology Index Fund ETF Shares
47.1%
Technology
97.9%
15.2%
Communication Services
0.5%
10.9%
Consumer Cyclical
7.0%
Consumer Defensive
3.9%
Healthcare
0.0%
1.3%
Basic Materials
0.0%
1.2%
Industrials
0.5%
Financial Services
0.6%
0.5%
Utilities

Geographic exposure

QQQ

North AmericaEuropeUnited States83.3%United Kin…
North America84.1%Europe2.5%Latin America0.5%

VGT

North AmericaEuropeUnited States97.0%Ireland
North America97.0%Europe1.9%Asia-Pacific0.4%Latin America0.2%Middle East & Africa0.1%

Top holdings compared

Top shared holdings

HoldingQQQ weightVGT weight
NVDANVIDIA Corporation8.66%18.53%
AAPLApple Inc7.41%15.85%
MSFTMicrosoft Corporation5.37%10.21%
AVGOBroadcom Inc3.26%4.38%
MUMicron Technology Inc2.54%2.02%
AMDAdvanced Micro Devices Inc2.06%1.75%
CSCOCisco Systems Inc1.76%1.65%
PLTRPalantir Technologies Inc.1.60%1.74%
LRCXLam Research Corp1.73%1.45%
AMATApplied Materials Inc1.69%1.47%
INTCIntel Corporation1.65%1.10%
KLACKLA Corporation1.21%1.07%
TXNTexas Instruments Incorporated1.04%0.98%
ADIAnalog Devices Inc0.92%0.88%
QCOMQualcomm Incorporated0.73%0.77%

Unique to QQQ

AMZN4.86%
GOOGL3.59%
META3.59%
WMT3.38%
TSLA3.34%

Unique to VGT

ORCL1.31%
IBM1.22%
CRM0.94%
APH0.86%
ANET0.73%

Key differences

Market capitalisation breakdown shows how each fund is distributed across company sizes.

Mega
51.2%
52.7%
Big
36.7%
24.5%
Medium
11.3%
11.2%
Small
-
8.2%
Micro
-
3.1%
QQQVGT

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