CSM vs QQQ

ACSM

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IVV $17,177

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 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 yearsAll three, one 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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: CSM, QQQ, IVV

Today

55.9%most shared, CSM and IVV

CSMQQQIVV

CSM—33.6%55.9%

QQQ33.6%—52.1%

IVV55.9%52.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CSM$108 − $45 = $63

QQQ$47 − $18 = $29

KeptFee

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