ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

Real-time US & KR stock prices
Auto buy/sell calculation
Cloud sync supported
Growth ETFs

QQQM

Invesco NASDAQ 100 ETF

Loading...live

Price Chart

Loading...

Invesco NASDAQ 100 ETF (QQQM) is an exchange-traded fund that provides investors with exposure to growth-oriented companies and sectors. It carries an expense ratio of 0.15%. The fund offers a dividend yield of approximately 0.50%. The portfolio holds 101 securities.

Category

Growth ETFs

Dividend Yield

0.5%

Expense Ratio

0.15%

Holdings

101

Dividend History

Loading...

Top Holdings

1Apple
2Microsoft
3Nvidia
4Amazon

Key Features

  • Nasdaq 100
  • Technology-focused
  • Low-cost alternative to QQQ
  • Growth stocks

Advantages

  • Lower expense ratio than QQQ
  • Identical performance
  • Tech stock concentration
  • Favorable for long-term investing

Risks

  • Tech stock concentration risk
  • High volatility
  • Valuation burden
  • Sector bias

Rebalancing Strategy

Growth stock core at 30-50%; long-term QQQ alternative

QQQM Investment Analysis

QQQM (Invesco NASDAQ 100 ETF) is a Growth ETFs ETF comprising 101 holdings. It has an expense ratio of 0.15% and a dividend yield of 0.5%. It has a reasonable expense ratio.

This ETF focuses on capital growth rather than dividend income.

QQQM can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator