Compare · 3 funds side by side · dividends reinvested

ROM, QQQ and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,868ROM · best of the three

02 / 04

ROM, QQQ 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.04%+16.8%+9.7%+39.9%+13.5%−37.3%57.3%$930M2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ROM 2007 · QQQ 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Technology · $930M$18,868

ROM

QQQ

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

$10,000 five years ago, dividends reinvested · they hold 49.9% in common

ROMMeasureQQQ

+16.8%Year to dateJan 1 → Nov 6+7.2%

+9.7%1 yearTotal return+5.8%

+39.9%3 years · per year$10,000 became $27,382 · $18,694+23.2%

+13.5%5 years · per year$10,000 became $18,868 · $17,509+11.9%

0.93%Expense ratio$93 · $18 a year on $10k · lower is better0.18%

0.04%Trailing 12-mo yield$4 · $47 a year on $10k0.47%

−37.3%Worst dropSmaller is better−14.8%

57.3%VolatilityLower is calmer21.3%

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

4–4Level

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

More Ways to See the Pairs

ROM vs QQQ: Top 5 Holdings

Today

ROM

38.7%in top 5

QQQ

in top 531.6%

ROMStockQQQ

11.8%AAPL8.7%

10.3%NVDA7.6%

9.3%MSFT6.9%

not top 5AMZN4.9%

4.0%IQMMnot top 5

not top 5MU3.5%

3.3%AVGOnot top 5

Held in common49.9%

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

ROM vs QQQ Returns, Every Period

ProSharesROM

+13.5%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

ROMQQQFaded: behind in that period

4–0ROM wins

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

Leveraged vs Core: ROM vs SPY

YTD

ProSharesROM

+16.8%

SPYSPDR

+8.7%

+16.8%Year to date+8.7%

−37.3%Worst drop · 1Y−8.9%

57.3%Volatility · 1Y13.6%

0.0%Yield1.0%

$930MAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: ROM, QQQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

ROM0.93%$93

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

Yields: ROM, QQQ, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

QQQ0.47%$47

ROM0.04%$4

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

QQQ$47 − $18 = $29

ROM$4 − $93 = −$89

KeptFee

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

Overlap: ROM, QQQ, SPY

Today

52.1%most shared, QQQ and SPY

ROMQQQSPY

ROM—49.9%35.5%

QQQ49.9%—52.1%

SPY35.5%52.1%—

End-of-day Nov 6, 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

QQQWorst drop−14.8%21.3% vol

ROMWorst drop−37.3%57.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYROM

+8.7%Year to date+16.8%

1.0%Yield0.0%

+9.7%Past year+9.7%

0.09%Fee0.93%

2–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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