VOO vs QQQ

AVOO

BQQQ

Measures won5–1VOO wins · of 6 · YTD

$10,000 · YTD$13,280SCHD · QQQ $11,193

Lowest cost0.02%SPYM · $2 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common55.2%VOO and QQQ

YTD

VOO

QQQ

Vanguard S&P 500 ETF · $1.00TInvesco QQQ Trust, Series 1 · $461B

+11.5%Year to dateJan 1 → Nov 3+11.9%

+11.9%1 yearTotal return+9.4%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.07%12-mo yield$107 · $45 on $10k0.45%

−8.9%Worst dropSmaller wins−11.7%

12.7%VolatilityLower wins20.3%

5–1VOO wins

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

Shared top holdingsVOO · QQQ

8.4%NVDA8.0%

7.4%AAPL8.1%

5.8%MSFT6.2%

3.7%AMZN4.4%

Held in common55.2%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
3	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
4	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

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

All Four

YTD4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
3	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
4	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

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

Cards for this view

VOO vs QQQ

VOO

Vanguard S&P 500

$11,188

QQQ

Invesco QQQ Trust

$10,945

MeasureVOOQQQ

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.07%0.45%

5 years, per year+12.2%+13.2%

3 years, per year+24.1%+26.4%

Worst drop · 1Y−8.9%−11.7%

Volatility · 1Y12.7%20.3%

4–2measures won
VOO first

55.2%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

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

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

Overlap: VOO, QQQ, SCHD, SPYM

Today

95.5%most shared, VOO and SPYM

VOOQQQSCHDSPYM

VOO—55.2%7.6%95.5%

QQQ55.2%—5.4%53.6%

SCHD7.6%5.4%—8.3%

SPYM95.5%53.6%8.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee