FDL vs QQQ

AFDL

BQQQ

Measures won4–2FDL wins · of 6 · 5Y

$10,000 · 5Y$19,815FDL · QQQ $18,068

Lowest cost0.18%QQQ · $18 on $10k

Most income3.61%FDL · $361 on $10k

Smallest drop−7.2%FDL · worst fall in 1Y

Held in common2.1%FDL and QQQ

FDL

QQQ

First Trust Morningstar Dividend Leaders Index Fund · $8.4BInvesco QQQ Trust, Series 1 · $446B

+22.8%3 years · per year$18,502 · $19,011+23.9%

+14.7%5 years · per year$19,815 · $18,068+12.6%

0.43%Expense ratio$43 · $18 on $10k · lower wins0.18%

3.61%12-mo yield$361 · $46 on $10k0.46%

−7.2%Worst dropSmaller wins−14.8%

12.7%VolatilityLower wins21.5%

4–2FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · QQQ

5.2%PEP0.9%

2.7%CMCSA0.4%

1.7%MDLZ0.4%

1.1%EXC0.2%

Held in common2.1%

End-of-day Nov 9, 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	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDL vs QQQ

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,815

QQQ

Invesco QQQ Trust

$18,068

MeasureFDLQQQ

Fee0.43%0.18%

Cost on $10k a year$43$18

Yield3.61%0.46%

5 years, per year+14.7%+12.6%

3 years, per year+22.8%+23.9%

Worst drop · 1Y−7.2%−14.8%

Volatility · 1Y12.7%21.5%

4–2measures won
FDL first

2.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FDL, QQQ

Today

2.1%most shared, FDL and QQQ

FDLQQQ

FDL—2.1%

QQQ2.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$318most kept, FDL

FDL$361 − $43 = $318

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee