ETF comparison
IWD vs QQQM
US Value vs US Large Cap Growth.
Holdings overlap
53 positions appear in both funds. Buying equal dollars of IWD and QQQM would leave roughly 27.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
QQQM is 3 bps cheaper than IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWD vs QQQM.
Top shared holdings
53 shared in total| # | Holding | In IWD | In QQQM | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 7.26% | 5.37% |
| 2 | AMAZON.COM, INC. | 5.93% | 4.60% | 4.60% |
| 3 | MICROSOFT CORPORATION | 3.88% | 5.30% | 3.88% |
| 4 | INTEL CORPORATION | 1.72% | 2.51% | 1.72% |
| 5 | CISCO SYSTEMS, INC. | 1.30% | 2.08% | 1.30% |
| 6 | WALMART INC. | 1.27% | 2.47% | 1.27% |
| 7 | LINDE PUBLIC LIMITED COMPANY | 0.67% | 1.01% | 0.67% |
| 8 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.86% | 0.65% |
| 9 | META PLATFORMS, INC. | 0.63% | 2.96% | 0.63% |
| 10 | QUALCOMM INCORPORATED | 0.55% | 1.17% | 0.55% |
| 11 | ANALOG DEVICES, INC. | 0.50% | 0.88% | 0.50% |
| 12 | Pepsico, Inc. | 0.46% | 0.86% | 0.46% |
Only in IWD
817 total- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
- CHEVRON CORPORATION 0.86%
Only in QQQM
49 total- NVIDIA Corp. 8.13%
- Micron Technology, Inc. 4.78%
- Advanced Micro Devices, Inc. 3.68%
- Alphabet Inc. 3.51%
- Tesla, Inc. 3.45%
- Broadcom Inc. 3.36%
- Alphabet Inc. 3.24%
- Lam Research Corp. 1.74%
- Netflix, Inc. 1.59%
- Palantir Technologies Inc. 1.57%
Related comparisons
More comparisons with IWD
- IWD vs FVD · First Trust Value Line Dividend Index Fund 27.2%
- IWD vs QQQ · Invesco QQQ Trust 26.9%
- IWD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 26.7%
- IWD vs CGDV · Capital Group Dividend Value ETF 25.4%
- IWD vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 25.3%
- IWD vs ACWV · iShares MSCI Global Min Vol Factor ETF 24.7%
More comparisons with QQQM
- QQQM vs RPG · Invesco S&P 500 Pure Growth ETF 25.2%
- QQQM vs DGRO · iShares Core Dividend Growth ETF 19.8%
- QQQM vs VTV · Vanguard Morningstar Value ETF 19.5%
- QQQM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 15.0%
- QQQM vs VO · Vanguard Morningstar Mid-Cap ETF 10.2%
- QQQM vs SCHD · Schwab U.S. Dividend Equity ETF 5.2%
Percentages are holdings overlap with the named fund.
Open IWD or QQQM at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.