Compare · 2 funds side by side · dividends reinvested

FDM and QQQ

FDMFirst Trust×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,352QQQ · best of the two

02 / 04

FDM and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.47%+18.1%+27.3%+23.2%+10.6%−9.3%16.9%$268M1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDM 2005 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,739

FDM

QQQ

Invesco QQQ Trust, Series 1 · $465B$17,352

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

FDMMeasureQQQ

+18.1%Year to dateJan 1 → Nov 5+13.0%

+27.3%1 yearTotal return+10.0%

+23.2%3 years · per year$10,000 became $18,722 · $20,153+26.3%

+10.6%5 years · per year$10,000 became $16,570 · $18,763+13.4%

0.65%Expense ratio$65 · $18 a year on $10k · lower is better0.18%

1.47%Trailing 12-mo yield$147 · $45 a year on $10k0.45%

−9.3%Worst dropSmaller is better−11.7%

16.9%VolatilityLower is calmer20.3%

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

5–3FDM wins

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

More Ways to See the Pairs

FDM vs QQQ: Top 5 Holdings

Today

FDM

8.4%in top 5

QQQ

in top 531.5%

FDMStockQQQ

not top 5AAPL8.3%

not top 5NVDA7.8%

not top 5MSFT6.7%

not top 5AMZN4.7%

not top 5MU4.0%

2.1%PDnot top 5

1.6%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.5%RIGLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FDM vs QQQ Returns, Every Period

First TrustFDM

+10.6%

5 years, per year

QQQInvesco

+13.4%

5 years, per year

FDMQQQFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: FDM vs QQQ

YTD

First TrustFDM

+18.1%

QQQInvesco

+13.0%

+18.1%Year to date+13.0%

−9.3%Worst drop · 1Y−11.7%

16.9%Volatility · 1Y20.3%

1.5%Yield0.4%

$268MAssets$465B

4–0FDM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

FDM0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDM, QQQ

1.47%highest, FDM

FundTrailing yieldYield$10k

FDM1.47%$147

QQQ0.45%$45

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, FDM

FDM$147 − $65 = $82

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDM, QQQ

Today

0.0%most shared, FDM and QQQ

FDMQQQ

FDM—0.0%

QQQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.3%FDM, at 16.9% volatility

FDMWorst drop−9.3%16.9% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDMQQQ

+18.1%Year to date+13.0%

1.5%Yield0.4%

+27.3%Past year+10.0%

0.65%Fee0.18%

3–1FDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

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

$33.2BAssets$465B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026