Compare · 3 funds side by side · dividends reinvested

SHM, QQQ and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,068QQQ · best of the three

02 / 04

SHM, QQQ and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.9

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SHM 2007 · QQQ 1999 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $446B$18,068

QQQ

BND

Vanguard Total Bond Market ETF · $161B$9,985

$10,000 five years ago, dividends reinvested

QQQMeasureBND

+11.0%Year to dateJan 1 → Nov 9+0.0%

+11.6%1 yearTotal return+0.3%

+23.9%3 years · per year$10,000 became $19,011 · $11,576+5.0%

+12.6%5 years · per year$10,000 became $18,068 · $9,985−0.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.46%Trailing 12-mo yield$46 · $412 a year on $10k4.12%

−14.8%Worst dropSmaller is better−4.5%

21.5%VolatilityLower is calmer4.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQ vs BND: Top 5 Holdings

Today

QQQ

31.4%in top 5

BND

in top 5[…]

QQQStockBND

8.5%AAPLnot top 5

7.7%NVDAnot top 5

6.7%MSFTnot top 5

4.8%AMZNnot top 5

3.7%MUnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

QQQ vs BND Returns, Every Period

InvescoQQQ

+12.6%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

QQQBNDFaded: behind in that period

4–0QQQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: QQQ vs BND

YTD

InvescoQQQ

+11.0%

BNDVanguard

+0.0%

+11.0%Year to date+0.0%

−14.8%Worst drop · 1Y−4.5%

21.5%Volatility · 1Y4.0%

0.5%Yield4.1%

$446BAssets$161B

3–1BND wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHM, QQQ, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

QQQ0.18%$18

SHM0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SHM, QQQ, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

SHM2.70%$270

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SHM$270 − $20 = $250

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SHM, QQQ, BND

Today

[…]holdings […]

SHMQQQBND

SHM—[…][…]

QQQ[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.6%QQQ, at 21.5% volatility

SHMWorst drop−2.7%1.8% vol

BNDWorst drop−4.5%4.0% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BNDQQQ

+0.0%Year to date+11.0%

4.1%Yield0.5%

+0.3%Past year+11.6%

0.03%Fee0.18%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026