Compare · 3 funds side by side · dividends reinvested

QQQM, WCMI and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,441QQQM · best of the three

02 / 04

QQQM, WCMI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.3

Invesco NASDAQ 100 ETFLow-Cost Core · Nasdaq-1000.15%0.49%+5.9%+5.2%+23.5%+11.8%−14.7%21.1%$106B2.3

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.59%+4.9%+8.3%[…][…]−12.5%20.8%$2.1B2.3

Rank among the three1st → 3rdFee, 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: QQQM 2020 · WCMI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust WCM International Equity ETF · $2.1B[…]

WCMI

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

WCMIMeasureSPY

+4.9%Year to dateJan 1 → Nov 5+8.3%

+8.3%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

0.59%Trailing 12-mo yield$59 · $103 a year on $10k1.03%

−12.5%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer13.6%

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

0–6SPY wins

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

More Ways to See the Pairs

WCMI vs SPY: Top 5 Holdings

Today

WCMI

21.9%in top 5

SPY

in top 527.7%

WCMIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

6.8%2330.TWnot top 5

not top 5MSFT6.2%

4.5%CSU.TOnot top 5

not top 5AMZN3.9%

3.8%BAB.Lnot top 5

3.4%TSCO.Lnot top 5

3.4%SONYnot top 5

not top 5GOOGL2.6%

Held in common0.2%

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

WCMI vs SPY Returns, Every Period

First TrustWCMI

+8.3%

past year

SPYSPDR

+9.7%

past year

WCMISPYFaded: behind in that period

0–2SPY wins

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

International vs Core: WCMI vs SPY

YTD

First TrustWCMI

+4.9%

SPYSPDR

+8.3%

+4.9%Year to date+8.3%

−12.5%Worst drop · 1Y−8.9%

20.8%Volatility · 1Y13.6%

0.6%Yield1.0%

$2.1BAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: QQQM, WCMI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQM0.15%$15

WCMI0.85%$85

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

Yields: QQQM, WCMI, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

WCMI0.59%$59

QQQM0.49%$49

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

QQQM$49 − $15 = $34

WCMI$59 − $85 = −$26

KeptFee

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

Overlap: QQQM, WCMI, SPY

Today

52.8%most shared, QQQM and SPY

QQQMWCMISPY

QQQM—0.2%52.8%

WCMI0.2%—0.2%

SPY52.8%0.2%—

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

Return vs Bumpiness: 3 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

WCMIWorst drop−12.5%20.8% vol

QQQMWorst drop−14.7%21.1% vol

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

Paid More vs Made More

YTD

SPYQQQM

+8.3%Year to date+5.9%

1.0%Yield0.5%

+9.7%Past year+5.2%

0.09%Fee0.15%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026