FDIS vs QQQ

AFDIS

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · FDIS $12,115

Lowest cost0.08%FDIS · $8 on $10k

Most income0.76%FDIS · $76 on $10k

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

Held in common11.3%FDIS and QQQ

FDIS

QQQ

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BInvesco QQQ Trust, Series 1 · $465B

+16.3%3 years · per year$15,748 · $18,756+23.3%

+3.9%5 years · per year$12,115 · $17,352+11.7%

0.08%Expense ratio$8 · $18 on $10k · lower wins0.18%

0.76%12-mo yield$76 · $48 on $10k0.48%

−15.5%Worst dropSmaller wins−14.8%

19.7%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · QQQ

22.0%AMZN4.7%

15.5%TSLA3.3%

1.9%BKNG0.6%

1.8%SBUX0.6%

Held in common11.3%

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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

Cards for this view

FDIS vs QQQ

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

QQQ

Invesco QQQ Trust

$17,352

MeasureFDISQQQ

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield0.76%0.48%

5 years, per year+3.9%+11.7%

3 years, per year+16.3%+23.3%

Worst drop · 1Y−15.5%−14.8%

Volatility · 1Y19.7%21.3%

3–3measures won
level

11.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

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

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FDIS, QQQ

Today

11.3%most shared, FDIS and QQQ

FDISQQQ

FDIS—11.3%

QQQ11.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$68most kept, FDIS

FDIS$76 − $8 = $68

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee