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FUND OVERLAP · LOOK-THROUGH

IJR vs QQQ: how much do they really overlap?

IJR (iShares Core S&P Small-Cap ETF, tracking the S&P SmallCap 600) and QQQ (Invesco QQQ Trust, tracking the Nasdaq-100) overlap by roughly 0% by weight. 0 of IJR's top 10 holdings also appear in QQQ. A 50/50 blend of the two behaves like about 138 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

0%
weight overlap
0/10
of IJR’s top 10 also in QQQ
A
50/50 blend grade
~138
real bets in a 50/50 blend

The same companies, in both funds

These 0 holdings appear in both IJR and QQQ. The weight columns show how much of each fund each name represents.

Holdingin IJRin QQQ

Only in IJR

iShares Core S&P Small-Cap ETFUS small-cap. Its biggest holdings that QQQ doesn’t have:

XTSLA BLK CSH FND TREASURY SL AGENCY1.96%
FORM FORMFACTOR INC0.67%
VSAT VIASAT INC0.66%
MOH MOLINA HEALTHCARE INC0.65%
AGX ARGAN INC0.60%
BTSG BRIGHTSPRING HEALTH SERVICES INC0.60%
ESI ELEMENT SOLUTIONS INC0.59%
MXL MAXLINEAR INC0.58%

Only in QQQ

Invesco QQQ TrustNasdaq-100. Its biggest holdings that IJR doesn’t have:

NVDA NVIDIA Corporation7.60%
AAPL Apple Inc.6.80%
MU Micron Technology, Inc.5.75%
MSFT Microsoft Corporation4.52%
AMZN Amazon.com, Inc.4.08%
AMD Advanced Micro Devices, Inc.3.83%
GOOGL Alphabet Inc.3.20%
TSLA Tesla, Inc.3.09%

So — essentially different. Should you hold both?

IJR and QQQ hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~138 effective positions (grade A), because they hold largely different securities.

Holdings as of — IJR: Jun 30, 2026 (iShares (BlackRock)); QQQ: Jun 26, 2026 (Invesco). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.

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IJR vs QQQ — FAQ

How much do IJR and QQQ overlap?
IJR and QQQ overlap by approximately 0% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of IJR's 10 largest holdings are also held by QQQ. They share 0 of their listed top holdings in total.
Is it redundant to hold both IJR and QQQ?
Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 138 positions and a A diversification grade.
What does QQQ hold that IJR doesn't?
QQQ's largest holdings that IJR doesn't hold include NVDA, AAPL, MU, MSFT, AMZN. Its category is Nasdaq-100, versus IJR's US small-cap.
Which is more concentrated, IJR or QQQ?
IJR's top 10 holdings are 31% of its listed weight; QQQ's are 63%. The more concentrated fund leans harder on its largest names.

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