ETF comparison

QQQvsVLUE

US Large Cap Growth vs Value Factor.

Invesco QQQ Trust · iShares MSCI USA Value Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
17.1%

15 positions appear in both funds. Buying equal dollars of QQQ and VLUE would leave roughly17.1%of each dollar exposed to the same underlying securities.

QQQ only 82.8%Shared 17.1%VLUE only 82.6%
In QQQ only
87 positions
Shared
15 positions
In VLUE only
133 positions

Side by side

QQQ

Invesco QQQ Trust

Invesco · US Large Cap Growth

83composite / 100
Expense ratio
0.18%
Net assets
$488.98B
TTM yield
0.43%
Top-10 conc.
45.0%
VLUE

iShares MSCI USA Value Factor ETF

iShares · Value Factor

84composite / 100
Expense ratio
0.15%
Net assets
$9.70B
TTM yield
1.39%
Top-10 conc.
43.5%

Sub-score comparison

82
Cost
85
90
Tax efficiency
85
100
Liquidity
99
50
Concentration
52
Tracking quality
QQQsub-scoreVLUE

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VLUE is 3 bps cheaper than QQQ. On a $100,000 position that's about $30/yr more in fees for QQQ.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with QQQ vs VLUE.

Top shared holdings

15 shared in total
#HoldingIn QQQIn VLUEOverlap
1Micron Technology, Inc.5.64%11.60%5.64%
2Intel Corp.3.04%9.26%3.04%
3Applied Materials, Inc.2.49%3.66%2.49%
4Cisco Systems, Inc.2.01%4.96%2.01%
5Western Digital Corp.0.95%1.88%0.95%
6QUALCOMM Inc.0.84%1.80%0.84%
7CSX Corp.0.38%0.64%0.38%
8Comcast Corp.0.38%1.50%0.38%
9NXP Semiconductors N.V.0.31%1.00%0.31%
10PACCAR Inc.0.27%0.90%0.27%
11Diamondback Energy, Inc.0.21%0.46%0.21%
12Exelon Corp.0.21%0.27%0.21%

Only in QQQ

87 total
  • NVIDIA Corp.7.60%
  • Apple Inc.6.67%
  • Microsoft Corp.4.35%
  • Advanced Micro Devices, Inc.4.10%
  • Amazon.com, Inc.4.02%
  • Tesla, Inc.3.30%
  • Alphabet Inc.3.27%
  • Alphabet Inc.3.02%
  • Broadcom Inc.2.81%
  • Meta Platforms, Inc.2.62%

Only in VLUE

133 total
  • GENERAL MOTORS COMPANY3.15%
  • VERIZON COMMUNICATIONS INC.2.66%
  • AT&T INC.2.53%
  • CITIGROUP INC.1.94%
  • BANK OF AMERICA CORPORATION1.88%
  • FEDEX CORPORATION1.69%
  • MERCK & CO., INC.1.57%
  • FORD MOTOR COMPANY1.50%
  • PFIZER INC.1.49%
  • HEWLETT PACKARD ENTERPRISE COMPANY1.30%

Open QQQ or VLUE 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 methodologyand 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.