Compare · 2 funds side by side · dividends reinvested

EQAL and QQQE

EQALInvesco×QQQEDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,311QQQE · best of the two

02 / 04

EQAL and QQQE, 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%$829M1.3

Direxion NASDAQ-100 Equal Weighted Index ETFUS Stock Styles · Equal weight0.35%0.61%+13.9%+12.5%+18.9%+7.4%−9.4%16.5%$1.4B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: EQAL 2014 · QQQE 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

EQAL

QQQE

Direxion NASDAQ-100 Equal Weighted Index ETF · $1.4B$14,311

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

EQALMeasureQQQE

+14.0%Year to dateJan 1 → Nov 3+13.9%

+16.5%1 yearTotal return+12.5%

+18.6%3 years · per year$10,000 became $16,703 · $16,819+18.9%

+6.6%5 years · per year$10,000 became $13,736 · $14,311+7.4%

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

1.71%Trailing 12-mo yield$171 · $61 a year on $10k0.61%

−7.0%Worst dropSmaller is better−9.4%

11.6%VolatilityLower is calmer16.5%

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

6–2EQAL 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 QQQE: Top 5 Holdings

Today

EQAL

2.2%in top 5

QQQE

in top 56.4%

EQALStockQQQE

not top 5MRNA1.3%

not top 5MAR1.3%

not top 5WMT1.3%

not top 5IDXX1.3%

not top 5REGN1.3%

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 common9.0%

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

EQAL vs QQQE Returns, Every Period

InvescoEQAL

+6.6%

5 years, per year

QQQEDirexion

+7.4%

5 years, per year

EQALQQQEFaded: behind in that period

2–2Level

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

EQAL vs QQQE

YTD

InvescoEQAL

+14.0%

QQQEDirexion

+13.9%

+14.0%Year to date+13.9%

−7.0%Worst drop · 1Y−9.4%

11.6%Volatility · 1Y16.5%

1.7%Yield0.6%

$829MAssets$1.4B

4–0EQAL wins

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

Cost, Income and Risk

Fees: EQAL, QQQE

Today

0.20%lowest, EQAL

FundExpense ratioFee$10k

EQAL0.20%$20

QQQE0.35%$35

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

Yields: EQAL, QQQE

1.71%highest, EQAL

FundTrailing yieldYield$10k

EQAL1.71%$171

QQQE0.61%$61

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

Income After Fees on $10,000

$151most kept, EQAL

EQAL$171 − $20 = $151

QQQE$61 − $35 = $26

KeptFee

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

Overlap: EQAL, QQQE

Today

9.0%most shared, EQAL and QQQE

EQALQQQE

EQAL—9.0%

QQQE9.0%—

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

QQQEWorst drop−9.4%16.5% vol

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

Paid More vs Made More

YTD

EQALQQQE

+14.0%Year to date+13.9%

1.7%Yield0.6%

+16.5%Past year+12.5%

0.20%Fee0.35%

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