AFOS vs QQQ

AAFOS

BQQQ

Measures won0–4QQQ wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common22.5%AFOS and QQQ

AFOS

QQQ

ARS Focused Opportunity Strategy ETF · $269MInvesco QQQ Trust, Series 1 · $469B

[…]3 years · per year[…] · $18,756+23.3%

[…]5 years · per year[…] · $17,352+11.7%

0.46%Expense ratio$46 · $18 on $10k · lower wins0.18%

0.26%12-mo yield$26 · $48 on $10k0.48%

−16.5%Worst dropSmaller wins−14.8%

24.6%VolatilityLower wins21.3%

0–4QQQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFOS · QQQ

4.3%NVDA7.8%

4.3%MSFT6.7%

3.7%MU4.0%

4.0%GOOGL2.7%

Held in common22.5%

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.26%	−6.0%	+15.1%	+22.9%	new	new	−16.5%	$269M

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.26%	−6.0%	+15.1%	+22.9%	new	new	−16.5%	$269M

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

Cards for this view

AFOS vs QQQ

AFOS

ARS Focused Opportunity Strategy

[…]

QQQ

Invesco QQQ Trust

$17,352

MeasureAFOSQQQ

Fee0.46%0.18%

Cost on $10k a year$46$18

Yield0.26%0.48%

5 years, per year[…]+11.7%

3 years, per year[…]+23.3%

Worst drop · 1Y−16.5%−14.8%

Volatility · 1Y24.6%21.3%

4–0measures won
QQQ first

22.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: AFOS, QQQ, IVV

Today

52.8%most shared, QQQ and IVV

AFOSQQQIVV

AFOS—22.5%22.4%

QQQ22.5%—52.8%

IVV22.4%52.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

AFOS$26 − $46 = −$20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee