Compare · 3 funds side by side · dividends reinvested

AFDM, QQQ and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

AFDM, QQQ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.6

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.55%+10.9%+16.9%+20.7%+7.8%−10.2%15.3%$145M2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AFDM 2016 · QQQ 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $145M$14,561

AFDM

QQQ

Invesco QQQ Trust, Series 1 · $446B$17,509

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFDMMeasureQQQ

+10.9%Year to dateJan 1 → Nov 6+7.2%

+16.9%1 yearTotal return+5.8%

+20.7%3 years · per year$10,000 became $17,568 · $18,694+23.2%

+7.8%5 years · per year$10,000 became $14,561 · $17,509+11.9%

0.80%Expense ratio$80 · $18 a year on $10k · lower is better0.18%

3.55%Trailing 12-mo yield$355 · $47 a year on $10k0.47%

−10.2%Worst dropSmaller is better−14.8%

15.3%VolatilityLower is calmer21.3%

AFDMQQQ Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3AFDM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFDM vs QQQ: Top 5 Holdings

Today

AFDM

8.1%in top 5

QQQ

in top 531.6%

AFDMStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

1.9%6098.Tnot top 5

1.7%ASML.ASnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

1.4%UNI.MInot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AFDM vs QQQ Returns, Every Period

First TrustAFDM

+7.8%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

AFDMQQQFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: AFDM vs SPY

YTD

First TrustAFDM

+10.9%

SPYSPDR

+8.7%

+10.9%Year to date+8.7%

−10.2%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

3.6%Yield1.0%

$145MAssets$778B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, QQQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

AFDM0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFDM, QQQ, SPY

3.55%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.55%$355

SPY1.03%$103

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$275most kept, AFDM

AFDM$355 − $80 = $275

SPY$103 − $9 = $94

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFDM, QQQ, SPY

Today

52.1%most shared, QQQ and SPY

AFDMQQQSPY

AFDM—0.0%0.0%

QQQ0.0%—52.1%

SPY0.0%52.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%AFDM, at 15.3% volatility

SPYWorst drop−8.9%13.6% vol

AFDMWorst drop−10.2%15.3% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMSPY

+10.9%Year to date+8.7%

3.6%Yield1.0%

+16.9%Past year+9.7%

0.80%Fee0.09%

3–1AFDM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 6, 2026