Compare · 2 funds side by side · dividends reinvested

SHDG and QQQ

SHDGSoundWatch Capital×QQQInvesco×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

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

Story of the two · IncomeMost incomeSHDG · 0.48% · $48 a year on $10k

Story of the two · RiskSmallest drop

SHDG and QQQ, 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%$464B1.4

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+3.3%+4.1%+13.4%[…]−6.6%9.1%$155M1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: SHDG 2022 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Soundwatch Hedged Equity ETF · $155M[…]

SHDG

QQQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SHDGMeasureQQQ

+3.3%

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SHDG vs QQQ: Top 5 Holdings

Today

SHDG

96.5%in top 5

QQQ

in top 530.5%

SHDGStockQQQ

96.5%IVVnot top 5

not top 5AAPL8.5%

not top 5NVDA6.8%

not top 5MSFT6.6%

not top 5AMZN4.9%

Cost, Income and Risk

Fees: SHDG, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

SHDG1.01%$101

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

Yields: SHDG, QQQ

1Y

0.48%highest, SHDG

FundTrailing yieldYield

Popular Pairs Near These Two

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

+15.3%

QQQInvesco

+12.8%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 11

+12.8%

+4.1%1 yearTotal return+11.3%

+13.4%3 years · per year$10,000 became $14,568 · $19,018+23.9%

[…]5 years · per year$10,000 became […] · $18,092+12.6%

1.01%Expense ratio$101 · $18 a year on $10k · lower is better0.18%

0.48%Trailing 12-mo yield$48 · $45 a year on $10k0.45%

−6.6%Worst dropSmaller is better−14.8%

9.1%VolatilityLower is calmer21.6%

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

3–4QQQ wins

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

not top 5AMD3.9%

Held in common0.0%

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

SHDG vs QQQ Returns, Every Period

1Y

SoundWatch CapitalSHDG

+4.1%

past year

QQQInvesco

+11.3%

past year

SHDGQQQFaded: behind in that period

0–3QQQ wins

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

Defined Outcome vs Core: SHDG vs QQQ

YTD

SoundWatch CapitalSHDG

+3.3%

QQQInvesco

+12.8%

+3.3%Year to date+12.8%

−6.6%Worst drop · 1Y−14.8%

9.1%Volatility · 1Y21.6%

0.5%Yield0.4%

$155MAssets$464B

3–1SHDG wins

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

$10k

SHDG0.48%$48

QQQ0.45%$45

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

Income After Fees on $10,000

1Y

$27most kept, QQQ

QQQ$45 − $18 = $27

SHDG$48 − $101 = −$53

KeptFee

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

Overlap: SHDG, QQQ

Today

0.0%most shared, SHDG and QQQ

SHDGQQQ

SHDG—0.0%

QQQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.3%QQQ, at 21.6% volatility

SHDGWorst drop−6.6%9.1% 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

SHDGQQQ

+3.3%Year to date+12.8%

0.5%Yield0.4%

+4.1%Past year+11.3%

1.01%Fee0.18%

3–1QQQ wins

End-of-day Nov 11, 2026

+15.3%Year to date+12.8%

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

$31.8BAssets$464B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SHDG and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two