DFII vs QQQ

ADFII

BQQQ

Measures won1–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income20.23%DFII · $2,023 on $10k

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

Held in common[…]DFII and QQQ

DFII

QQQ

FT Vest Bitcoin Strategy & Target Income ETF · $21MInvesco QQQ Trust, Series 1 · $469B

[…]3 years · per year[…] · $18,694+23.2%

[…]5 years · per year[…] · $17,509+11.9%

0.85%Expense ratio$85 · $18 on $10k · lower wins0.18%

20.23%12-mo yield$2,023 · $47 on $10k0.47%

−42.6%Worst dropSmaller wins−14.8%

41.9%VolatilityLower wins21.3%

1–3QQQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · QQQ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

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

DFII vs QQQ

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

QQQ

Invesco QQQ Trust

$17,509

MeasureDFIIQQQ

Fee0.85%0.18%

Cost on $10k a year$85$18

Yield20.23%0.47%

5 years, per year[…]+11.9%

3 years, per year[…]+23.2%

Worst drop · 1Y−42.6%−14.8%

Volatility · 1Y41.9%21.3%

3–1measures won
QQQ first

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

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

Overlap: DFII, QQQ, SPY

Today

52.1%most shared, QQQ and SPY

DFIIQQQSPY

DFII—[…][…]

QQQ[…]—52.1%

SPY[…]52.1%—

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

Income After Fees on $10,000

$1,938most kept, DFII

DFII$2,023 − $85 = $1,938

SPY$103 − $9 = $94

QQQ$47 − $18 = $29

KeptFee

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