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ETF Holdings Overlap

How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.

VOO/QQQVOO/SPYVTI/VOOSCHD/JEPIQQQ/XLKVXUS/VEAIWM/VTIVWO/IEMG

Shared holdings: 5 · BJK has 33 tickered positions · QQQ has 102

Overlap = sum of the smaller of the two weights for every shared holding. Holdings as of Aug 26, 2026. Positions without a clean ticker (bonds, cash, derivatives) are excluded from the match.

Largest Shared Positions

HoldingBJKQQQDifference
SHOP Shopify Inc 7.52%0.83% +6.69%
DASH Doordash Inc 4.31%0.43% +3.88%
ABNB Airbnb Inc 4.39%0.35% +4.03%
PYPL Paypal Holdings Inc 2.28%0.24% +2.04%
TTWO Take-Two Interactive… 4.40%0.19% +4.21%

Biggest Weighting Differences

HoldingBJKQQQΔ
SHOP 7.52%0.83% +6.69%
TTWO 4.40%0.19% +4.21%
ABNB 4.39%0.35% +4.03%
DASH 4.31%0.43% +3.88%
PYPL 2.28%0.24% +2.04%

Only in BJK

SCHW Charles Schwab Corp/The 8.15%
NTES Netease Inc 8.12%
UBER Uber Technologies Inc 7.96%
EA Electronic Arts Inc 7.59%
RBLX Roblox Corp 6.48%
CME Cme Group Inc 4.79%
FLUT Flutter Entertainment Plc 3.69%
EBAY Ebay Inc 3.55%
HOOD Robinhood Markets Inc 2.93%
NU Nu Holdings Ltd/Cayman Islands 2.89%
DKNG Draftkings Inc 2.71%
COIN Coinbase Global Inc 2.11%
RDDT Reddit Inc 1.92%
IBKR Interactive Brokers Group Inc 1.66%
XYZ Block Inc 1.55%

Only in QQQ

NVDA NVIDIA Corp 8.28%
AAPL Apple Inc 7.31%
MSFT Microsoft Corp 5.87%
MU Micron Technology Inc 4.67%
AMZN Amazon.com Inc 4.51%
AMD Advanced Micro Devices Inc 3.47%
GOOGL Alphabet Inc 3.25%
GOOG Alphabet Inc 3.01%
TSLA Tesla Inc 2.81%
AVGO Broadcom Inc 2.72%
META Meta Platforms Inc 2.71%
WMT Walmart Inc 2.28%
INTC Intel Corp 1.95%
CSCO Cisco Systems Inc 1.94%
COST Costco Wholesale Corp 1.89%

Research tool only — overlap is one lens on similarity, not a judgment of which fund is better.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)International BondsGovernment BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareMaterialsIndustrialsClean EnergyInfrastructure

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsInverseLeveraged

Style & Size

GrowthU.S. Large CapValueU.S. Small CapU.S. Mid CapTotal Market