ETF Rebalancing Calculator

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

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Growth ETFs

QQQM

Invesco NASDAQ 100 ETF

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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

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.