Compare · 3 funds side by side · dividends reinvested

QQQ, SHM and AGG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,092QQQ · best of the three

Story of the three · IncomeMost incomeAGG · 4.15% · $415 a year on $10k

Story of the three · RiskSmallest drop

QQQ, SHM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+12.8%+11.3%+23.9%+12.6%−14.8%21.6%$464B1.9

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+1.8%+3.1%+1.1%−2.7%1.8%$3.5B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.6%4.1%$138B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: QQQ 1999 · SHM 2007 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco QQQ Trust, Series 1 · $464B$18,092

QQQ

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,555

$10,000 five years ago, dividends reinvested

QQQMeasureSHM

More Ways to See the Pairs

QQQ vs SHM: Top 5 Holdings

Today

QQQ

30.5%in top 5

SHM

in top 5[…]

QQQStockSHM

8.5%AAPLnot top 5

6.8%NVDAnot top 5

6.6%MSFTnot top 5

4.9%AMZNnot top 5

3.9%AMDnot top 5

Cost, Income and Risk

Fees: QQQ, SHM, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

QQQ0.18%$18

SHM0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: QQQ, SHM, AGG

1Y

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+12.8%

QQQInvesco

+12.8%

+12.8%Year to date+12.8%

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

$107BAssets$464B

1–0QQQM wins

End-of-day Nov 11, 2026

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

TQQQ vs QQQ

YTD

ProSharesTQQQ

+15.3%

QQQInvesco

+12.8%

+12.8%Year to dateJan 1 → Nov 11+1.3%

+11.3%1 yearTotal return+1.8%

+23.9%3 years · per year$10,000 became $19,018 · $10,969+3.1%

+12.6%5 years · per year$10,000 became $18,092 · $10,555+1.1%

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.45%Trailing 12-mo yield$45 · $270 a year on $10k2.70%

−14.8%Worst dropSmaller is better−2.7%

21.6%VolatilityLower is calmer1.8%

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

5–3QQQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

QQQ vs SHM Returns, Every Period

5Y

InvescoQQQ

+12.6%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

QQQSHMFaded: behind in that period

4–0QQQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Bonds: QQQ vs AGG

YTD

InvescoQQQ

+12.8%

AGGiShares

−0.7%

+12.8%Year to date−0.7%

−14.8%Worst drop · 1Y−4.6%

21.6%Volatility · 1Y4.1%

0.4%Yield4.2%

$464BAssets$138B

3–1AGG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

4.15%highest, AGG

FundTrailing yieldYield$10k

AGG4.15%$415

SHM2.70%$270

QQQ0.45%$45

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$412most kept, AGG

AGG$415 − $3 = $412

SHM$270 − $20 = $250

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: QQQ, SHM, AGG

Today

[…]holdings […]

QQQSHMAGG

QQQ—[…][…]

SHM[…]—[…]

AGG[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.3%QQQ, at 21.6% volatility

SHMWorst drop−2.7%1.8% vol

AGGWorst drop−4.6%4.1% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

AGGQQQ

−0.7%Year to date+12.8%

4.2%Yield0.4%

−0.4%Past year+11.3%

0.03%Fee0.18%

2–2level

End-of-day Nov 11, 2026

−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

+15.3%Year to date+12.8%

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

$34.2BAssets$464B

1–1level

End-of-day Nov 11, 2026

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QQQ, SHM and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three