ETF overlap · Updated August 15, 2026

ITOT vs QQQ: Holdings Overlap

iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Invesco QQQ Trust, Series 1 (QQQ) share 93 holdings, with roughly 48.4% of their portfolio weight overlapping.

Weight overlap

48.4%

Shared portfolio weight

Shared holdings

93

Securities in both funds

Funds

ITOT · QQQ

Compared side by side

Compare ITOT and QQQ live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 93 holdings ITOT and QQQ share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn ITOTIn QQQWeight gap
NVDANVIDIA7.10%8.56%1.46%QQQ
AAPLApple6.14%7.27%1.13%QQQ
MSFTMicrosoft4.97%5.87%0.90%QQQ
AMZNAMAZON.COM3.57%4.66%1.09%QQQ
GOOGLAlphabet2.81%3.26%0.45%QQQ
AVGOBROADCOM2.66%3.20%0.54%QQQ
GOOGALPHABET CL C2.26%3.05%0.79%QQQ
METAMETA PLATFORMS CLASS A1.73%2.77%1.04%QQQ
MUMICRON TECHNOLOGY1.33%4.31%2.98%QQQ
TSLATESLA1.20%2.59%1.39%QQQ
AMDADVANCED MICRO DEVICES1.07%3.44%2.37%QQQ
WMTWalmart0.66%2.38%1.72%QQQ
CSCOCISCO SYSTEMS0.64%2.09%1.45%QQQ
INTCINTEL0.63%2.23%1.60%QQQ
AMATAPPLIED MATERIALS0.56%1.87%1.31%QQQ
COSTCOSTCO WHOLESALE0.56%1.83%1.27%QQQ
LRCXLAM RESEARCH0.51%1.70%1.19%QQQ
PLTRPALANTIR TECHNOLOGIES A0.48%1.72%1.24%QQQ
NFLXNETFLIX0.42%1.36%0.94%QQQ
PANWPALO ALTO NETWORKS0.39%1.29%0.90%QQQ
KLACKLA0.34%1.13%0.79%QQQ
TXNTEXAS INSTRUMENTS0.34%1.14%0.80%QQQ
LINLINDE0.30%0.99%0.69%QQQ
AMGNAmgen0.29%0.97%0.68%QQQ
CRWDCROWDSTRIKE HOLDINGS A0.28%0.95%0.67%QQQ
STXSEAGATE TECHNOLOGY HOLDINGS0.26%0.79%0.53%QQQ
ADIANALOG DEVICES0.25%0.83%0.58%QQQ
MRVLMARVELL TECHNOLOGY0.25%0.83%0.58%QQQ
PEPPEPSICO0.25%0.83%0.58%QQQ
SNDKSANDISK0.25%0.78%0.53%QQQ
QCOMQUALCOMM0.23%0.77%0.54%QQQ
GILDGILEAD SCIENCES0.22%0.72%0.50%QQQ
BKNGBOOKING HOLDINGS0.21%0.72%0.51%QQQ
WDCWESTERN DIGITAL0.21%0.65%0.44%QQQ
ISRGINTUITIVE SURGICAL0.18%0.58%0.40%QQQ
SBUXSTARBUCKS0.16%0.52%0.36%QQQ
VRTXVERTEX PHARMACEUTICALS0.16%0.55%0.39%QQQ
ADPAUTOMATIC DATA PROCESSING0.15%0.47%0.32%QQQ
ADBEADOBE0.14%0.47%0.33%QQQ
CSX0.13%0.41%0.28%QQQ
FTNTFORTINET0.13%0.51%0.38%QQQ
APPAPPLOVIN CLASS A0.12%0.46%0.34%QQQ
CDNSCADENCE DESIGN SYS0.12%0.41%0.29%QQQ
CMCSACOMCAST CLASS A0.12%0.39%0.27%QQQ
INTUINTUIT0.12%0.39%0.27%QQQ
CEGCONSTELLATION ENERGY0.11%0.43%0.32%QQQ
DASHDOORDASH A0.11%0.39%0.28%QQQ
MDLZMONDELEZ INTERNATIONAL A0.11%0.35%0.24%QQQ
ROSTROSS STORES0.11%0.36%0.25%QQQ
TMUST MOBILE US0.11%0.84%0.73%QQQ
DDOGDATADOG CLASS A0.10%0.34%0.24%QQQ
HONHONEYWELL INTERNATIONAL0.10%0.34%0.24%QQQ
MARMARRIOTT INTERNATIONAL CL A0.10%0.41%0.31%QQQ
ORLYO REILLY AUTOMOTIVE0.10%0.34%0.24%QQQ
REGNREGENERON PHARMACEUTICALS0.10%0.35%0.25%QQQ
SNPSSYNOPSYS0.10%0.35%0.25%QQQ
AEPAMERICAN ELECTRIC POWER0.09%0.30%0.21%QQQ
CTASCINTAS0.09%0.35%0.26%QQQ
LITELUMENTUM HOLDINGS0.09%0.30%0.21%QQQ
MNSTMONSTER BEVERAGE0.09%0.39%0.30%QQQ
MPWRMONOLITHIC POWER SYSTEMS0.09%0.30%0.21%QQQ
PCARPACCAR0.09%0.31%0.22%QQQ
SPCXSpace Exploration Technologies Class A0.09%1.11%1.02%QQQ
WBDWARNER BROS DISCOVERY0.09%0.29%0.20%QQQ
ABNBAIRBNB CLASS A0.08%0.32%0.24%QQQ
BKRBAKER HUGHES0.08%0.27%0.19%QQQ
FASTFASTENAL0.08%0.26%0.18%QQQ
NXPINXP SEMICONDUCTORS NV0.08%0.26%0.18%QQQ
TERTERADYNE0.08%0.26%0.18%QQQ
ADSKAUTODESK0.07%0.23%0.16%QQQ
HONAHONEYWELL AEROSPACE0.07%0.23%0.16%QQQ
PYPLPAYPAL HOLDINGS0.07%0.23%0.16%QQQ
ALABAstera Labs0.06%0.25%0.19%QQQ
AXONAXON ENTERPRISE0.06%0.20%0.14%QQQ
EXCEXELON0.06%0.20%0.14%QQQ
IDXXIDEXX LABORATORIES0.06%0.20%0.14%QQQ
KDPKEURIG DR PEPPER0.06%0.18%0.12%QQQ
XELXCEL ENERGY0.06%0.21%0.15%QQQ
FANGDIAMONDBACK ENERGY0.05%0.23%0.18%QQQ
MCHPMICROCHIP TECHNOLOGY0.05%0.20%0.15%QQQ
ODFLOLD DOMINION FREIGHT LINE0.05%0.20%0.15%QQQ
PAYXPAYCHEX0.05%0.19%0.14%QQQ
RKLBRocket Lab0.05%0.21%0.16%QQQ
ROPROPER TECHNOLOGIES0.05%0.18%0.13%QQQ
TTWOTAKE TWO INTERACTIVE SOFTWRE0.05%0.20%0.15%QQQ
WDAYWORKDAY CLASS A0.05%0.16%0.11%QQQ
ALNYAlnylam Pharmaceuticals0.04%0.13%0.09%QQQ
DXCMDEXCOM0.04%0.14%0.10%QQQ
GEHCGE HEALTHCARE TECHNOLOGY0.04%0.14%0.10%QQQ
MSTRMicroStrategy Class A0.04%0.14%0.10%QQQ
CPRTCOPART0.03%0.12%0.09%QQQ
CRWVCoreWeave Class A0.03%0.18%0.15%QQQ
KHCKRAFT HEINZ0.03%0.13%0.10%QQQ

1–20 of 93

Sector exposure: ITOT vs QQQ

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn ITOTIn QQQ
Technology
36.7%59.1%
Communication Services
9.1%12.8%
Consumer Cyclical
9.4%11.0%
Industrials
9.4%4.1%
Healthcare
9.3%3.8%
Financial Services
12.3%0.2%
Consumer Defensive
4.3%6.3%
Energy
3.4%0.5%
Utilities
2.0%1.1%
Basic Materials
1.8%1.0%
Real Estate
2.2%0.0%

Weights are of each fund’s classified equity holdings.

All holdings in ITOT and QQQ

ITOT

QQQ


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

Related comparisons

Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.