QQQ and VYM overlap by 15%: that much of every dollar in either fund is invested exactly as the other fund invests it. They have 28 companies in common, the heaviest first below.
Also searched as VYM vs QQQ.
The two filings describe different dates, 30 June 2026 for QQQ and 31 July 2026 for VYM, so part of any difference is a month of drift rather than a difference in what the funds hold.
The heaviest companies both funds hold. The shared figure is the smaller of the two weights, which is the part of each dollar that lands in the same place either way.
#
Company
QQQ
VYM
1
Broadcom Inc.
2.81%
7.35%
2
Cisco Systems, Inc.
2.01%
1.86%
3
Texas Instruments Inc.
1.17%
1.02%
4
Linde PLC
1.04%
0.90%
5
Amgen Inc.
0.85%
0.78%
6
PepsiCo, Inc.
0.80%
0.77%
7
Analog Devices, Inc.
0.84%
0.73%
8
Gilead Sciences, Inc.
0.68%
0.66%
9
QUALCOMM Inc.
0.84%
0.63%
10
Starbucks Corp.
0.50%
0.49%
11
Automatic Data Processing, Inc.
0.39%
0.43%
12
Comcast Corp.
0.38%
0.34%
13
T-Mobile US, Inc.
0.79%
0.34%
14
Mondelez International, Inc.
0.32%
0.32%
15
Honeywell International Inc.
0.31%
0.31%
16
American Electric Power Co., Inc.
0.32%
0.28%
17
PACCAR Inc.
0.27%
0.28%
18
Honeywell Aerospace Inc.
0.30%
0.27%
19
Baker Hughes Co.
0.24%
0.24%
20
NXP Semiconductors N.V.
0.31%
0.24%
21
Fastenal Co.
0.24%
0.22%
22
Xcel Energy Inc.
0.22%
0.20%
23
Exelon Corp.
0.21%
0.19%
24
Keurig Dr Pepper Inc.
0.19%
0.16%
25
Microchip Technology Inc.
0.21%
0.16%
Where they differ
QQQ reports 102 holdings and VYM reports 604. 28 of them appear in both, which leaves 74 only in QQQ and 576 only in VYM.
VYMVanguard High Dividend Yield Index Fund ETF Shares
604
0.04%
2.22%
99.73%31 July 2026
Both sets of holdings come from the funds' own Form N-PORT filings with the SEC, covering 99.93% of QQQ and 99.73% of VYM. Overlap is the sum of the smaller weight over every company both funds hold. Costs are as stated in each fund's prospectus, and yields come from our market data provider.
Now see it across a whole portfolio
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SEC 13F filings are delayed manager-level disclosures and do not show the full portfolio, including cash,
shorts, private assets, many derivatives, fees, leverage, or trades made between reporting dates.