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Data as of .

PPA vs QTUM: which is really different?

PPA holds 71.8% of its weight in S&P 500 companies and QTUM 34.8%.

Invesco Aerospace & Defense ETF and Defiance Quantum ETF, side by side, thematic ETFs on ETFIQ.

71.8%PPA in the S&P 500
34.8%QTUM in the S&P 500
+8.5%PPA total return, 1 year
+50.4%QTUM total return, 1 year

ETFIQ Off-Index Score: PPA scores higher

How much of it is not the index it is sold as an alternative to?

PPA 37.2QTUM 14.70.1, the lowest in this set91.6, the highest

A percentile among the 371 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

PPA28% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
72%28%of its weight in S&P 500 companiesoutside the S&P 500active share 96% · top ten 54% of the fund · 62 holdings filed Sep 10, 2026 · Nasdaq-100: 5% in72%28%in the S&P 500outsideactive share 96% · top ten 54% of the fund
QTUM65% of its weight is outside the S&P 500 · 1 year to Sep 11, 2026
35%65%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 83% · top ten 17% of the fund · 89 holdings filed Sep 14, 2026 · Nasdaq-100: 27% in35%65%inoutside the S&P 500active share 83% · top ten 17% of the fund

What they hold in common

By the books each fund has filed, PPA and QTUM hold 6% of their money in the same securities at the same weight.

Positions PPA and QTUM both hold, largest shared weight first
HoldingPPAQTUM
Palantir Technologies Inc1.79%1.53%
RTX Corp8.29%1.33%
Lockheed Martin Corp6.59%1.19%
Northrop Grumman Corp4.95%1.14%
Honeywell Aerospace Inc3.30%0.46%
Largest positions each one holds and the other does not
Only in PPAOnly in QTUM
Boeing Co/The 7.05%Arqit Quantum Inc 1.82%
General Electric Co 6.94%Global Unichip Corp 1.82%
General Dynamics Corp 4.97%Horizon Quantum Holdings Ltd 1.81%
Howmet Aerospace Inc 3.92%Cloudflare Inc 1.66%
Parker-Hannifin Corp 3.84%Elastic Nv 1.63%
L3Harris Technologies Inc 3.74%Snowflake Inc 1.63%
Elbit Systems Ltd 3.39%Hewlett Packard Enterprise Co 1.62%
Axon Enterprise Inc 3.15%Nutanix Inc 1.58%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026 and Sep 14, 2026.

Performance, window by window

PPA and QTUM over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
PPAQTUMPPAQTUMPPAQTUM
3 months−7.0%−8.5%−10.3 pts−11.8 pts−6.2 pts−7.7 pts
6 months−6.5%+35.3%−22.5 pts+19.3 pts−27.2 pts+14.6 pts
1 year+8.5%+50.4%−9.0 pts+32.9 pts−14.4 pts+27.4 pts
3 years+100.5%+204.4%+22.6 pts+126.5 pts+5.4 pts+109.3 pts
Since launch+998.8%+536.1%+194.5 pts+337.3 pts−675.1 pts+225.6 pts
Open the live comparison on ETFIQ
PPA and QTUM on the same fields, as of Sep 11, 2026. Source: ETFIQ.
PPA
Invesco Aerospace & Defense ETF
Holds 62 stocks in defense, 72% of its weight in S&P 500 companies
QTUM
Defiance Quantum ETF
Holds 89 stocks in quantum computing, 35% of its weight in S&P 500 companies
IssuerInvescoDefiance
ThemeDefenseQuantum computing
In the S&P 50071.8%34.8%
Active share vs the S&P 50096.4%82.6%
In the Nasdaq-1004.9%27.2%
Holdings6289
Top ten, share of the fund53.7%16.6%
Expense ratio0.58%0.40%
Fee for the differing part0.60%0.48%
Total return, 1 year+8.5%+50.4%
vs the S&P 500−9.0 pts+32.9 pts
vs the Nasdaq-100−14.4 pts+27.4 pts
Below its high−12.7%−12.5%

PPA in plain words

By weight, 72% of PPA's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 96%. The top ten holdings are 54% of the fund across 62 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +8.5% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 9.0 pts. It sits 12.7% below its all-time high of Mar 2, 2026.

QTUM in plain words

By weight, 35% of QTUM's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 83%. The top ten holdings are 17% of the fund across 89 positions, as published by its issuer for Sep 14, 2026. Over the year to Sep 11, 2026 the fund returned +50.4% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 32.9 pts. It sits 12.5% below its all-time high of Jun 2, 2026.

Questions people ask

Which is more different from the S&P 500, PPA or QTUM?
PPA has 72% of its weight in S&P 500 names and QTUM has 35%, so PPA differs more from the index.
Which is cheaper, PPA or QTUM?
PPA charges 0.58% a year and QTUM charges 0.40%, so QTUM is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

PPA against QTUM, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, PPA against QTUM, data as of Sep 11, 2026. https://etfiq.com/compare/themes/ppa-vs-qtum Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources