Compare · 2 funds side by side · dividends reinvested

EQAL and QQEW

EQALInvesco×QQEWFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,736EQAL · best of the two

02 / 04

EQAL and QQEW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Russell 1000 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.71%+14.0%+16.5%+18.6%+6.6%−7.0%11.6%$829M1.0

First Trust Nasdaq-100 Select Equal Weight ETFUS Stock Styles · Equal weight0.55%0.14%+6.1%+4.8%+16.0%+5.8%−15.6%19.7%$1.8B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EQAL 2014 · QQEW 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 1000 Equal Weight ETF · $829M$13,736

EQAL

QQEW

First Trust Nasdaq-100 Select Equal Weight ETF · $1.8B$13,234

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

EQALMeasureQQEW

+14.0%Year to dateJan 1 → Nov 3+6.1%

+16.5%1 yearTotal return+4.8%

+18.6%3 years · per year$10,000 became $16,703 · $15,595+16.0%

+6.6%5 years · per year$10,000 became $13,736 · $13,234+5.8%

0.20%Expense ratio$20 · $55 a year on $10k · lower is better0.55%

1.71%Trailing 12-mo yield$171 · $14 a year on $10k0.14%

−7.0%Worst dropSmaller is better−15.6%

11.6%VolatilityLower is calmer19.7%

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

8–0EQAL wins

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

More Ways to See the Pairs

EQAL vs QQEW: Top 5 Holdings

Today

EQAL

2.2%in top 5

QQEW

in top 512.2%

EQALStockQQEW

not top 5REGN2.5%

not top 5TXN2.5%

not top 5ADI2.5%

not top 5ISRG2.5%

not top 5ROP2.4%

0.5%ECHOnot top 5

0.5%MSInot top 5

0.4%GSATnot top 5

0.4%ROKUnot top 5

0.4%UInot top 5

Held in common3.0%

End-of-day Nov 3, 2026 · share of each fund

EQAL vs QQEW Returns, Every Period

InvescoEQAL

+6.6%

5 years, per year

QQEWFirst Trust

+5.8%

5 years, per year

EQALQQEWFaded: behind in that period

4–0EQAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EQAL vs QQEW

YTD

InvescoEQAL

+14.0%

QQEWFirst Trust

+6.1%

+14.0%Year to date+6.1%

−7.0%Worst drop · 1Y−15.6%

11.6%Volatility · 1Y19.7%

1.7%Yield0.1%

$829MAssets$1.8B

4–0EQAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQAL, QQEW

Today

0.20%lowest, EQAL

FundExpense ratioFee$10k

EQAL0.20%$20

QQEW0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EQAL, QQEW

1.71%highest, EQAL

FundTrailing yieldYield$10k

EQAL1.71%$171

QQEW0.14%$14

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, EQAL

EQAL$171 − $20 = $151

QQEW$14 − $55 = −$41

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EQAL, QQEW

Today

3.0%most shared, EQAL and QQEW

EQALQQEW

EQAL—3.0%

QQEW3.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.5%EQAL, at 11.6% volatility

EQALWorst drop−7.0%11.6% vol

QQEWWorst drop−15.6%19.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EQALQQEW

+14.0%Year to date+6.1%

1.7%Yield0.1%

+16.5%Past year+4.8%

0.20%Fee0.55%

4–0EQAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026