CSM vs QQQ

ACSM

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · CSM $16,787

Lowest cost0.18%QQQ · $18 on $10k

Most income1.08%CSM · $108 on $10k

Smallest drop−9.4%CSM · worst fall in 1Y

Held in common33.6%CSM and QQQ

CSM

QQQ

ProShares - Large Cap Core Plus · $499MInvesco QQQ Trust, Series 1 · $469B

+21.9%3 years · per year$18,102 · $18,694+23.2%

+10.9%5 years · per year$16,787 · $17,509+11.9%

0.45%Expense ratio$45 · $18 on $10k · lower wins0.18%

1.08%12-mo yield$108 · $47 on $10k0.47%

−9.4%Worst dropSmaller wins−14.8%

13.2%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · QQQ

5.1%AAPL8.7%

4.6%NVDA7.6%

4.0%MSFT6.9%

2.9%AMZN4.9%

Held in common33.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs QQQ

CSM

ProShares - Large Cap Core Plus

$16,787

QQQ

Invesco QQQ Trust

$17,509

MeasureCSMQQQ

Fee0.45%0.18%

Cost on $10k a year$45$18

Yield1.08%0.47%

5 years, per year+10.9%+11.9%

3 years, per year+21.9%+23.2%

Worst drop · 1Y−9.4%−14.8%

Volatility · 1Y13.2%21.3%

3–3measures won
level

33.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

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

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CSM, QQQ

Today

33.6%most shared, CSM and QQQ

CSMQQQ

CSM—33.6%

QQQ33.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$63most kept, CSM

CSM$108 − $45 = $63

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee