CHAT vs QQQ

ACHAT

BQQQ

Measures won2–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.36%CHAT · $236 on $10k

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

Held in common43.4%CHAT and QQQ

CHAT

QQQ

Roundhill Generative AI & Technology ETF · $1.4BInvesco QQQ Trust, Series 1 · $446B

+39.6%3 years · per year$27,201 · $19,011+23.9%

[…]5 years · per year[…] · $18,068+12.6%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

2.36%12-mo yield$236 · $46 on $10k0.46%

−37.3%Worst dropSmaller wins−14.8%

44.3%VolatilityLower wins21.5%

2–3QQQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · QQQ

8.0%NVDA7.7%

6.3%MSFT6.7%

5.7%AMZN4.8%

3.6%MU3.7%

Held in common43.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.36%	+5.6%	+21.0%	+16.5%	+39.6%	new	−37.3%	$1.4B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.36%	+5.6%	+21.0%	+16.5%	+39.6%	new	−37.3%	$1.4B

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

CHAT vs QQQ

CHAT

Roundhill Generative AI & Technology

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureCHATQQQ

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield2.36%0.46%

5 years, per year[…]+12.6%

3 years, per year+39.6%+23.9%

Worst drop · 1Y−37.3%−14.8%

Volatility · 1Y44.3%21.5%

3–2measures won
QQQ first

43.4%

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$875B

0–0level

End-of-day Nov 9, 2026

Overlap: CHAT, QQQ, VOO

Today

54.9%most shared, QQQ and VOO

CHATQQQVOO

CHAT—43.4%32.0%

QQQ43.4%—54.9%

VOO32.0%54.9%—

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

Income After Fees on $10,000

$161most kept, CHAT

CHAT$236 − $75 = $161

VOO$107 − $3 = $104

QQQ$46 − $18 = $28

KeptFee

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