QQQM and VUG overlap by 62.6%: that much of every dollar in either fund is invested exactly as the other fund invests it. They have 57 companies in common, the heaviest first below.
Also searched as VUG vs QQQM.
The two filings describe different dates, 31 August 2026 for QQQM and 30 June 2026 for VUG, 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
QQQM
VUG
1
NVIDIA Corp.
8.51%
12.63%
2
Apple Inc.
7.41%
11.67%
3
Microsoft Corp.
6.00%
7.61%
4
Amazon.com, Inc.
4.45%
4.47%
5
Alphabet Inc.US02079K3059
3.15%
5.76%
6
Tesla, Inc.
2.93%
3.27%
7
Alphabet Inc.US02079K1079
2.92%
4.53%
8
Broadcom Inc.
2.80%
4.28%
9
Meta Platforms, Inc.
2.70%
3.41%
10
Advanced Micro Devices, Inc.
3.38%
2.62%
11
Applied Materials, Inc.
1.60%
1.60%
12
Lam Research Corp.
1.66%
1.51%
13
Costco Wholesale Corp.
1.84%
1.15%
14
KLA Corp.
1.01%
1.10%
15
Sandisk Corp.
1.02%
0.94%
16
Netflix, Inc.
1.50%
0.84%
17
Intel Corp.
1.98%
0.79%
18
Palo Alto Networks, Inc.
1.37%
0.78%
19
Marvell Technology, Inc.
0.81%
0.75%
20
Palantir Technologies Inc.
1.88%
0.71%
21
Western Digital Corp.
0.68%
0.62%
22
Seagate Technology Holdings PLC
0.82%
0.61%
23
CrowdStrike Holdings, Inc.
1.03%
0.53%
24
AppLovin Corp.
0.42%
0.41%
25
Intuitive Surgical, Inc.
0.59%
0.40%
Where they differ
QQQM reports 102 holdings and VUG reports 147. 57 of them appear in both, which leaves 45 only in QQQM and 90 only in VUG.
Both sets of holdings come from the funds' own Form N-PORT filings with the SEC, covering 99.84% of QQQM and 99.96% of VUG. 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.