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FUND OVERLAP · LOOK-THROUGH

QQQM vs SOXX: how much do they really overlap?

QQQM (Invesco Nasdaq-100 ETF, tracking the Nasdaq-100) and SOXX (iShares Semiconductor ETF, tracking the NYSE Semiconductor) overlap by roughly 43% by weight. 4 of QQQM's top 10 holdings also appear in SOXX. A 50/50 blend of the two behaves like about 34 equally-weighted bets (diversification grade B). In short, the two funds share a meaningful core of the same megacaps, but each also brings real exposure the other lacks.

43%
weight overlap
4/10
of QQQM’s top 10 also in SOXX
B
50/50 blend grade
~34
real bets in a 50/50 blend
You think QQQM and SOXX are two funds. By weight they lean on the same names: both hold NVIDIA Corporation (NVDA)7.5% of QQQM and 6.8% of SOXX. Hold both and NVDA just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 10 holdings appear in both QQQM and SOXX. The weight columns show how much of each fund each name represents.

Holdingin QQQMin SOXX
NVDA NVIDIA Corporation7.52%6.81%
MU Micron Technology, Inc.5.68%8.54%
AMD Advanced Micro Devices, Inc.3.87%8.09%
INTC Intel Corporation2.91%6.33%
AVGO Broadcom Inc.2.81%6.08%
AMAT Applied Materials, Inc.2.43%5.77%
LRCX Lam Research Corporation2.26%4.89%
KLAC KLA Corporation1.60%5.64%
TXN Texas Instruments Incorporated1.14%3.50%
MRVL Marvell Technology, Inc.1.07%4.88%

Only in QQQM

Invesco Nasdaq-100 ETFNasdaq-100. Its biggest holdings that SOXX doesn’t have:

AAPL Apple Inc.6.59%
MSFT Microsoft Corporation4.36%
AMZN Amazon.com, Inc.4.12%
GOOGL Alphabet Inc.3.28%
TSLA Tesla, Inc.3.28%
GOOG Alphabet Inc.3.05%
META Meta Platforms, Inc.2.65%
WMT Walmart Inc.2.46%

Only in SOXX

iShares Semiconductor ETFsemiconductors. Its biggest holdings that QQQM doesn’t have:

TSM TAIWAN SEMICONDUCTOR MANUFACTURING4.26%
ADI ANALOG DEVICES INC3.45%
TER TERADYNE INC3.36%
NXPI NXP SEMICONDUCTORS NV3.14%
ALAB ASTERA LABS INC3.02%
MPWR MONOLITHIC POWER SYSTEMS INC2.93%
QCOM QUALCOMM INC2.65%
ASML ASML HOLDING ADR REPRESENTING NV2.30%

So — partly overlapping. Should you hold both?

QQQM and SOXX share a meaningful core of the same megacaps, but each also brings real exposure the other lacks. Held together they keep a shared megacap core but each still pulls in exposure the other lacks, so a 50/50 blend spreads to ~34 effective positions (grade B).

Holdings as of — QQQM: Jun 29, 2026 (Invesco); SOXX: Jun 30, 2026 (iShares (BlackRock)). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 33); the diffuse long tail barely moves the math.

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QQQM vs SOXX — FAQ

How much do QQQM and SOXX overlap?
QQQM and SOXX overlap by approximately 43% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 4 of QQQM's 10 largest holdings are also held by SOXX. They share 10 of their listed top holdings in total.
Is it redundant to hold both QQQM and SOXX?
Because they share a meaningful core of the same megacaps, but each also brings real exposure the other lacks, holding both is partly redundant: you double up on a shared core (NVDA) while each fund still adds distinct exposure. A 50/50 blend has an effective 34 positions and a B diversification grade.
What does SOXX hold that QQQM doesn't?
SOXX's largest holdings that QQQM doesn't hold include TSM, ADI, TER, NXPI, ALAB. Its category is semiconductors, versus QQQM's Nasdaq-100.
Which is more concentrated, QQQM or SOXX?
QQQM's top 10 holdings are 63% of its listed weight; SOXX's are 61%. The more concentrated fund leans harder on its largest names.

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