Compare · 3 funds side by side · dividends reinvested

AFDM, SPY and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,068QQQ · best of the three

02 / 04

AFDM, SPY and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.47%+13.6%+19.3%+21.4%+8.3%−10.2%15.5%$145M2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$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 9, 2026 · returns include dividends · since: AFDM 2016 · SPY 1993 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $145M$14,883

AFDM

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

AFDMMeasureSPY

+13.6%Year to dateJan 1 → Nov 9+11.2%

+19.3%1 yearTotal return+13.5%

+21.4%3 years · per year$10,000 became $17,873 · $18,118+21.9%

+8.3%5 years · per year$10,000 became $14,883 · $17,493+11.8%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

3.47%Trailing 12-mo yield$347 · $101 a year on $10k1.01%

−10.2%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.7%

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

3–5SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFDM vs SPY: Top 5 Holdings

Today

AFDM

8.2%in top 5

SPY

in top 527.8%

AFDMStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.8%6098.Tnot top 5

1.8%ASML.ASnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

1.5%6857.Tnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AFDM vs SPY Returns, Every Period

First TrustAFDM

+8.3%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

AFDMSPYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Core: AFDM vs SPY

YTD

First TrustAFDM

+13.6%

SPYSPDR

+11.2%

+13.6%Year to date+11.2%

−10.2%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.7%

3.5%Yield1.0%

$145MAssets$778B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, SPY, QQQ

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

AFDM0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AFDM, SPY, QQQ

3.47%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.47%$347

SPY1.01%$101

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$267most kept, AFDM

AFDM$347 − $80 = $267

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AFDM, SPY, QQQ

Today

52.1%most shared, SPY and QQQ

AFDMSPYQQQ

AFDM—0.0%0.0%

SPY0.0%—52.1%

QQQ0.0%52.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.3%AFDM, at 15.5% volatility

SPYWorst drop−8.9%13.7% vol

AFDMWorst drop−10.2%15.5% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMSPY

+13.6%Year to date+11.2%

3.5%Yield1.0%

+19.3%Past year+13.5%

0.80%Fee0.09%

3–1AFDM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026