SPYM vs WCEO · Compare Desk

AQQQ

BSPYM

Measures won0–6SPYM wins · of 6 · YTD

$10,000 · YTD$10,876SPYM · IVV $10,874

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common52.1%QQQ and SPYM

QQQ vs SPYM

YTD

QQQ

SPYM

Invesco QQQ Trust, Series 1 · $469BState Street SPDR Portfolio S&P 500 ETF · $182B

+7.2%Year to dateJan 1 → Nov 6+8.8%

+5.8%1 yearTotal return+9.8%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

0.47%12-mo yield$47 · $105 on $10k1.05%

−14.8%Worst dropSmaller wins−8.9%

21.3%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · since Jan 1All three, one scale

Shared top holdingsQQQ · SPYM

8.7%AAPL7.9%

7.6%NVDA6.9%

6.9%MSFT6.3%

4.9%AMZN4.0%

Held in common52.1%

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

YTD3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QQQ vs SPYM

QQQ

Invesco QQQ Trust

$10,576

SPYM

SPDR Portfolio S&P 500

$10,978

MeasureQQQSPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield0.47%1.05%

5 years, per year+11.9%+11.4%

3 years, per year+23.2%+21.8%

Worst drop · 1Y−14.8%−8.9%

Volatility · 1Y21.3%13.6%

4–2measures won
SPYM first

52.1%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: QQQ, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

QQQSPYMIVV

QQQ—52.1%52.1%

SPYM52.1%—99.9%

IVV52.1%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

QQQ$47 − $18 = $29

KeptFee

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