Compare · 2 funds side by side · dividends reinvested

ROE and QQQE

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

02 / 04

ROE and QQQE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.85%+22.0%+23.5%+25.9%[…]−8.7%15.0%$253M1.1

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: ROE 2023 · QQQE 2012

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $253M[…]

ROE

QQQE

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

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

ROEMeasureQQQE

+22.0%Year to dateJan 1 → Nov 3+13.9%

+23.5%1 yearTotal return+12.5%

+25.9%3 years · per year$10,000 became $19,935 · $16,819+18.9%

[…]5 years · per year$10,000 became […] · $14,311+7.4%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

0.85%Trailing 12-mo yield$85 · $61 a year on $10k0.61%

−8.7%Worst dropSmaller is better−9.4%

15.0%VolatilityLower is calmer16.5%

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

6–1ROE wins

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

More Ways to See the Pairs

ROE vs QQQE: Top 5 Holdings

Today

ROE

6.6%in top 5

QQQE

in top 56.4%

ROEStockQQQE

1.4%PTCnot top 5

1.4%GENnot top 5

1.3%HASnot top 5

not top 5MRNA1.3%

1.3%LMTnot top 5

not top 5MAR1.3%

not top 5WMT1.3%

not top 5IDXX1.3%

not top 5REGN1.3%

1.2%PAYCnot top 5

Held in common26.2%

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

ROE vs QQQE Returns, Every Period

AstoriaROE

+23.5%

past year

QQQEDirexion

+12.5%

past year

ROEQQQEFaded: behind in that period

3–0ROE wins

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

ROE vs QQQE

YTD

AstoriaROE

+22.0%

QQQEDirexion

+13.9%

+22.0%Year to date+13.9%

−8.7%Worst drop · 1Y−9.4%

15.0%Volatility · 1Y16.5%

0.8%Yield0.6%

$253MAssets$1.4B

4–0ROE wins

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

Cost, Income and Risk

Fees: ROE, QQQE

Today

0.35%lowest, QQQE

FundExpense ratioFee$10k

QQQE0.35%$35

ROE0.49%$49

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

Yields: ROE, QQQE

0.85%highest, ROE

FundTrailing yieldYield$10k

ROE0.85%$85

QQQE0.61%$61

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

Income After Fees on $10,000

$36most kept, ROE

ROE$85 − $49 = $36

QQQE$61 − $35 = $26

KeptFee

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

Overlap: ROE, QQQE

Today

26.2%most shared, ROE and QQQE

ROEQQQE

ROE—26.2%

QQQE26.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.5%ROE, at 15.0% volatility

ROEWorst drop−8.7%15.0% 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

ROEQQQE

+22.0%Year to date+13.9%

0.8%Yield0.6%

+23.5%Past year+12.5%

0.49%Fee0.35%

3–1ROE 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