Compare · 2 funds side by side · dividends reinvested

CBLS and QQQ

CBLSChangebridge×QQQInvesco×

Versus in desk

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

02 / 04

CBLS and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B1.3

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%−0.1%−1.3%+14.0%+1.3%−21.2%19.9%$34M1.8

Rank among the two1st → 2ndFee, 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: CBLS 2020 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $34M$10,693

CBLS

QQQ

Invesco QQQ Trust, Series 1 · $469B$17,509

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

CBLSMeasureQQQ

−0.1%Year to dateJan 1 → Nov 6+7.2%

−1.3%1 yearTotal return+5.8%

+14.0%3 years · per year$10,000 became $14,811 · $18,694+23.2%

+1.3%5 years · per year$10,000 became $10,693 · $17,509+11.9%

1.89%Expense ratio$189 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $47 a year on $10k0.47%

−21.2%Worst dropSmaller is better−14.8%

19.9%VolatilityLower is calmer21.3%

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

2–6QQQ wins

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

More Ways to See the Pairs

CBLS vs QQQ: Top 5 Holdings

Today

CBLS

14.9%in top 5

QQQ

in top 531.6%

CBLSStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

3.3%ROLnot top 5

3.2%SNnot top 5

2.9%CMGnot top 5

2.8%UNHnot top 5

2.7%PHMnot top 5

Held in common16.5%

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

CBLS vs QQQ Returns, Every Period

ChangebridgeCBLS

+1.3%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

CBLSQQQFaded: behind in that period

0–4QQQ wins

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

Defined Outcome vs Core: CBLS vs QQQ

YTD

ChangebridgeCBLS

−0.1%

QQQInvesco

+7.2%

−0.1%Year to date+7.2%

−21.2%Worst drop · 1Y−14.8%

19.9%Volatility · 1Y21.3%

0.9%Yield0.5%

$34.3MAssets$469B

2–2level

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

Cost, Income and Risk

Fees: CBLS, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

CBLS1.89%$189

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

Yields: CBLS, QQQ

0.90%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.90%$90

QQQ0.47%$47

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

Income After Fees on $10,000

$29most kept, QQQ

QQQ$47 − $18 = $29

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: CBLS, QQQ

Today

16.5%most shared, CBLS and QQQ

CBLSQQQ

CBLS—16.5%

QQQ16.5%—

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

Return vs Bumpiness: 2 ETFs

+5.8%QQQ, at 21.3% volatility

CBLSWorst drop−21.2%19.9% 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

CBLSQQQ

−0.1%Year to date+7.2%

0.9%Yield0.5%

−1.3%Past year+5.8%

1.89%Fee0.18%

3–1QQQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

$107BAssets$469B

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

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026