EQTY vs QQQ

AEQTY

BQQQ

Measures won2–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$18,092QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income0.45%QQQ · $45 on $10k

Smallest drop−11.9%EQTY · worst fall in 1Y

Held in common21.6%EQTY and QQQ

EQTY

QQQ

Kovitz Core Equity ETF · $1.4BInvesco QQQ Trust, Series 1 · $464B

+18.9%3 years · per year$16,816 · $19,018+23.9%

[…]5 years · per year[…] · $18,092+12.6%

0.99%Expense ratio$99 · $18 on $10k · lower wins0.18%

0.02%12-mo yield$2 · $45 on $10k0.45%

−11.9%

End-of-day Nov 11, 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%	0.45%	+2.3%	+12.8%	+11.3%	+23.9%	+12.6%	−14.8%	$463.7B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 11, 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%	0.45%	+2.3%	+12.8%	+11.3%	+23.9%	+12.6%	−14.8%	$463.7B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQTY vs QQQ

EQTY

Kovitz Core Equity

[…]

QQQ

Invesco QQQ Trust

$18,092

MeasureEQTYQQQ

Fee0.99%0.18%

Cost on $10k a year$99$18

Yield0.02%0.45%

5 years, per year[…]+12.6%

3 years, per year+18.9%+23.9%

Worst drop · 1Y−11.9%−14.8%

Volatility · 1Y13.5%

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EQTY vs QQQ

Both

Both

$10,000 in EQTY, QQQ

Overlap: EQTY, QQQ

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Overlap: EQTY, QQQ

Income After Fees on $10,000