QQQ vs XLK

Invesco QQQ Trust vs Technology Select Sector SPDR® Fund. Holdings overlap, sector exposure, and key differences compared.

ETF A
QQQ
Invesco QQQ Trust
Holdings50
CategoryLarge Growth
ETF B
XLK
Technology Select Sector SPDR® Fund
Holdings50
CategoryTechnology

Holdings overlap

45.7%
Weighted overlap
22
Shared holdings
28
Unique to QQQ
28
Unique to XLK

QQQ and XLK share 22 holdings, representing 45.7% 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 XLK. Band height reflects the holding's weight in the fund. Colour indicates sector.

Band height = weight in ETF · Color = sector · Ribbons = shared holdings
QQQXLKNVDA8.7%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%23 more unique22.6%NVDA15.3%AAPL13.5%MSFT9.8%AVGO5.3%MU3.7%AMD3.1%CSCO2.8%LRCX2.4%AMAT2.4%INTC2.1%PLTR2.9%ORCL2.1%IBM2.0%23 more unique12.4%

Sector breakdown

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

QQQ - Invesco QQQ Trust
XLK - Technology Select Sector SPDR® Fund
47.1%
Technology
95.3%
15.2%
Communication Services
1.0%
10.9%
Consumer Cyclical
7.0%
Consumer Defensive
3.9%
Healthcare
1.3%
Basic Materials
1.2%
Industrials
0.5%
Utilities

Geographic exposure

QQQ

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

XLK

North AmericaEuropeUnited States93.4%Ireland
North America93.4%Europe2.9%

Top holdings compared

Top shared holdings

HoldingQQQ weightXLK weight
NVDANVIDIA Corporation8.66%15.34%
AAPLApple Inc7.41%13.50%
MSFTMicrosoft Corporation5.37%9.84%
AVGOBroadcom Inc3.26%5.30%
MUMicron Technology Inc2.54%3.68%
AMDAdvanced Micro Devices Inc2.06%3.11%
PLTRPalantir Technologies Inc.1.60%2.92%
CSCOCisco Systems Inc1.76%2.75%
LRCXLam Research Corp1.73%2.38%
AMATApplied Materials Inc1.69%2.42%
INTCIntel Corporation1.65%2.06%
KLACKLA Corporation1.21%1.75%
TXNTexas Instruments Incorporated1.04%1.57%
ADIAnalog Devices Inc0.92%1.38%
QCOMQualcomm Incorporated0.73%1.16%

Unique to QQQ

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

Unique to XLK

ORCL2.14%
IBM2.00%
CRM1.50%
APH1.35%
ANET1.13%

Key differences

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

Mega
51.2%
46.5%
Big
36.7%
42.7%
Medium
11.3%
10.2%
Small
-
0.5%
Micro
-
-
QQQXLK

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