FCVT vs QQQ

AFCVT

BQQQ

Measures won2–4QQQ wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · FCVT $10,995

Lowest cost0.18%QQQ · $18 on $10k

Most income1.28%FCVT · $128 on $10k

Smallest drop−14.8%QQQ · worst fall in 1Y

Held in common0.2%FCVT and QQQ

FCVT

QQQ

First Trust SSI Strategic Convertible Securities ETF · $75MInvesco QQQ Trust, Series 1 · $446B

+14.8%3 years · per year$15,110 · $18,694+23.2%

+1.9%5 years · per year$10,995 · $17,509+11.9%

0.95%Expense ratio$95 · $18 on $10k · lower wins0.18%

1.28%12-mo yield$128 · $47 on $10k0.47%

−22.3%Worst dropSmaller wins−14.8%

21.1%VolatilityLower wins21.3%

2–4QQQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · QQQ

0.4%LITE0.2%

Held in common0.2%

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%	$446.1B
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$75M

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%	$446.1B
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$75M

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

FCVT vs QQQ

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

QQQ

Invesco QQQ Trust

$17,509

MeasureFCVTQQQ

Fee0.95%0.18%

Cost on $10k a year$95$18

Yield1.28%0.47%

5 years, per year+1.9%+11.9%

3 years, per year+14.8%+23.2%

Worst drop · 1Y−22.3%−14.8%

Volatility · 1Y21.1%21.3%

4–2measures won
QQQ first

0.2%

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

$103BAssets$446B

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

$29.1BAssets$446B

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: FCVT, QQQ

Today

0.2%most shared, FCVT and QQQ

FCVTQQQ

FCVT—0.2%

QQQ0.2%—

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

Income After Fees on $10,000

$33most kept, FCVT

FCVT$128 − $95 = $33

QQQ$47 − $18 = $29

KeptFee

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