ACWI vs QQQ

AACWI

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.44%ACWI · $144 on $10k

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

Held in common33.5%ACWI and QQQ

ACWI

QQQ

iShares MSCI ACWI ETF · $31.5BInvesco QQQ Trust, Series 1 · $446B

+21.0%3 years · per year$17,717 · $19,011+23.9%

+10.0%5 years · per year$16,115 · $18,068+12.6%

0.32%Expense ratio$32 · $18 on $10k · lower wins0.18%

1.44%12-mo yield$144 · $46 on $10k0.46%

−9.7%Worst dropSmaller wins−14.8%

14.8%VolatilityLower wins21.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · QQQ

5.1%AAPL8.5%

4.4%NVDA7.7%

3.8%MSFT6.7%

2.5%AMZN4.8%

Held in common33.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B

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

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B

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

ACWI vs QQQ

ACWI

iShares MSCI ACWI

$16,115

QQQ

Invesco QQQ Trust

$18,068

MeasureACWIQQQ

Fee0.32%0.18%

Cost on $10k a year$32$18

Yield1.44%0.46%

5 years, per year+10.0%+12.6%

3 years, per year+21.0%+23.9%

Worst drop · 1Y−9.7%−14.8%

Volatility · 1Y14.8%21.5%

3–3measures won
level

33.5%

holdings shared

Nov 9, 2026 · $10,000 five years 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: ACWI, QQQ, IVV

Today

62.7%most shared, ACWI and IVV

ACWIQQQIVV

ACWI—33.5%62.7%

QQQ33.5%—52.4%

IVV62.7%52.4%—

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

Income After Fees on $10,000

$112most kept, ACWI

ACWI$144 − $32 = $112

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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