BFOR vs QQQ

ABFOR

BQQQ

Measures won3–3level · 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 common9.0%BFOR and QQQ

BFOR

QQQ

ALPS ETF Trust - Barron's 400 ETF · $233MInvesco QQQ Trust, Series 1 · $469B

+19.8%3 years · per year$17,212 · $18,756+23.3%

+8.7%5 years · per year$15,209 · $17,352+11.7%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

0.54%12-mo yield$54 · $48 on $10k0.48%

−9.0%Worst dropSmaller wins−14.8%

14.6%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBFOR · QQQ

0.3%ISRG0.8%

0.3%AMGN1.2%

0.3%TXN1.3%

0.3%CDNS0.4%

Held in common9.0%

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	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$233M

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	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$233M

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

BFOR vs QQQ

BFOR

ALPS ETF Trust - Barron's 400

$15,209

QQQ

Invesco QQQ Trust

$17,352

MeasureBFORQQQ

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield0.54%0.48%

5 years, per year+8.7%+11.7%

3 years, per year+19.8%+23.3%

Worst drop · 1Y−9.0%−14.8%

Volatility · 1Y14.6%21.3%

3–2measures won
QQQ first

9.0%

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: BFOR, QQQ, IVV

Today

52.8%most shared, QQQ and IVV

BFORQQQIVV

BFOR—9.0%17.3%

QQQ9.0%—52.8%

IVV17.3%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

BFOR$54 − $65 = −$11

KeptFee

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