Compare · 2 funds side by side · dividends reinvested

FMB and QQQ

FMBFirst Trust×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

FMB 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%$469B1.4

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.73%+0.6%+1.2%+4.6%+0.6%−6.8%3.6%$1.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FMB 2014 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Managed Municipal ETF · $1.9B$10,301

FMB

QQQ

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

$10,000 five years ago, dividends reinvested

FMBMeasureQQQ

+0.6%Year to dateJan 1 → Nov 6+7.2%

+1.2%1 yearTotal return+5.8%

+4.6%3 years · per year$10,000 became $11,435 · $18,694+23.2%

+0.6%5 years · per year$10,000 became $10,301 · $17,509+11.9%

0.39%Expense ratio$39 · $18 a year on $10k · lower is better0.18%

3.73%Trailing 12-mo yield$373 · $47 a year on $10k0.47%

−6.8%Worst dropSmaller is better−14.8%

3.6%VolatilityLower is calmer21.3%

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

3–5QQQ wins

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

More Ways to See the Pairs

FMB vs QQQ: Top 5 Holdings

Today

FMB

[…]in top 5

QQQ

in top 531.6%

FMBStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

Held in common[…]

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

FMB vs QQQ Returns, Every Period

First TrustFMB

+0.6%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

FMBQQQFaded: behind in that period

0–4QQQ wins

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

Bonds vs Core: FMB vs QQQ

YTD

First TrustFMB

+0.6%

QQQInvesco

+7.2%

+0.6%Year to date+7.2%

−6.8%Worst drop · 1Y−14.8%

3.6%Volatility · 1Y21.3%

3.7%Yield0.5%

$1.9BAssets$469B

3–1FMB wins

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

Cost, Income and Risk

Fees: FMB, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

FMB0.39%$39

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

Yields: FMB, QQQ

3.73%highest, FMB

FundTrailing yieldYield$10k

FMB3.73%$373

QQQ0.47%$47

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

Income After Fees on $10,000

$334most kept, FMB

FMB$373 − $39 = $334

QQQ$47 − $18 = $29

KeptFee

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

Overlap: FMB, QQQ

Today

[…]holdings […]

FMBQQQ

FMB—[…]

QQQ[…]—

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

FMBWorst drop−6.8%3.6% 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

FMBQQQ

+0.6%Year to date+7.2%

3.7%Yield0.5%

+1.2%Past year+5.8%

0.39%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