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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Vanguard S&P 500 Index ETF (VFV $160.43)
- $160.43 P/E (TTM): 26.01X Cap: $27.56B
- View VFV Profile
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INVESCO QQQ Trust (QQQ $583.98)
- $583.98 P/E (TTM): 33.2X Cap: $378.71B
- View QQQ Profile
- View Questions on QQQ
Invesco S&P 500 Equal Weight ETF (RSP $191.92)
- $191.92 P/E (TTM): 19.95X Cap: $84.27B
- View RSP Profile
- View Questions on RSP
Invesco Municipal Opportunity Trust (VMO $9.45)
- $9.45 Cap: $642M
- View VMO Profile
- View Questions on VMO

Q: Retired investor with no new money coming in. I have a larger position in QQQ and a small position in VMO. I would like to sell QQQ and move the funds into VMO. I also hold large positions in VFV and RSP and understand there is some overlap with QQQ. Would you endorse such a move or would it be prudent to split the funds equally between the two?

Asked by Samir on February 10, 2026

5i Research Answer:

We would be fine with the proposal in the question. There will still be some overlap between VMO and VFV, but we think VMO is a solid ETF with very good diversification (largest position is less than 1%) and we like its momentum approach.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV, QQQ.

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