CSD vs QQQ

ACSD

BQQQ

Measures won2–4QQQ wins · of 6 · 5Y

$10,000 · 5Y$20,191CSD · QQQ $18,068

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common1.0%CSD and QQQ

CSD

QQQ

Invesco S&P Spin-Off ETF · $204MInvesco QQQ Trust, Series 1 · $446B

+33.4%3 years · per year$23,737 · $19,011+23.9%

+15.1%5 years · per year$20,191 · $18,068+12.6%

0.66%Expense ratio$66 · $18 on $10k · lower wins0.18%

0.12%12-mo yield$12 · $46 on $10k0.46%

−17.6%Worst dropSmaller wins−14.8%

25.7%VolatilityLower wins21.5%

2–4QQQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · QQQ

3.8%SNDK0.6%

7.7%HONA0.2%

9.8%GEHC0.2%

Held in common1.0%

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	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

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	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

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

CSD vs QQQ

CSD

Invesco S&P Spin-Off

$20,191

QQQ

Invesco QQQ Trust

$18,068

MeasureCSDQQQ

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield0.12%0.46%

5 years, per year+15.1%+12.6%

3 years, per year+33.4%+23.9%

Worst drop · 1Y−17.6%−14.8%

Volatility · 1Y25.7%21.5%

4–2measures won
QQQ first

1.0%

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: CSD, QQQ, SPY

Today

52.4%most shared, QQQ and SPY

CSDQQQSPY

CSD—1.0%0.9%

QQQ1.0%—52.4%

SPY0.9%52.4%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

CSD$12 − $66 = −$54

KeptFee

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