QQQM vs WCMI

AQQQM

BWCMI

Measures won2–4WCMI wins · of 6 · YTD

$10,000 · YTD$11,124SPY · QQQM $11,091

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common0.1%QQQM and WCMI

YTD

QQQM

WCMI

Invesco NASDAQ 100 ETF · $103BFirst Trust WCM International Equity ETF · $2.1B

+10.9%Year to dateJan 1 → Nov 9+8.7%

+11.5%1 yearTotal return+12.2%

0.15%Expense ratio$15 · $85 on $10k · lower wins0.85%

0.47%12-mo yield$47 · $57 on $10k0.57%

−14.7%Worst dropSmaller wins−12.5%

21.3%VolatilityLower wins20.9%

2–4WCMI wins

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

Shared top holdingsQQQM · WCMI

0.1%NBIS3.2%

Held in common0.1%

End-of-day Nov 9, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AQQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

YTD3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AQQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QQQM vs WCMI

QQQM

Invesco NASDAQ 100

$11,153

WCMI

First Trust WCM International Equity

$11,223

MeasureQQQMWCMI

Fee0.15%0.85%

Cost on $10k a year$15$85

Yield0.47%0.57%

5 years, per year+12.6%[…]

3 years, per year+23.9%[…]

Worst drop · 1Y−14.7%−12.5%

Volatility · 1Y21.3%20.9%

3–1measures won
WCMI first

0.1%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPY, WCMI, QQQM

Today

52.4%most shared, SPY and QQQM

SPYWCMIQQQM

SPY—0.2%52.4%

WCMI0.2%—0.1%

QQQM52.4%0.1%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

QQQM$47 − $15 = $32

WCMI$57 − $85 = −$28

KeptFee

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