FDM vs QQQ

AFDM

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · FDM $15,739

Lowest cost0.18%QQQ · $18 on $10k

Most income1.52%FDM · $152 on $10k

Smallest drop−9.3%FDM · worst fall in 1Y

Held in common0.0%FDM and QQQ

FDM

QQQ

First Trust Dow Jones Select MicroCap Index Fund · $268MInvesco QQQ Trust, Series 1 · $465B

+21.7%3 years · per year$18,010 · $18,756+23.3%

+9.5%5 years · per year$15,739 · $17,352+11.7%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

1.52%12-mo yield$152 · $48 on $10k0.48%

−9.3%Worst dropSmaller wins−14.8%

17.3%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDM · QQQ

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

Held in common0.0%

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	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M

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	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M

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

FDM vs QQQ

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

QQQ

Invesco QQQ Trust

$17,352

MeasureFDMQQQ

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield1.52%0.48%

5 years, per year+9.5%+11.7%

3 years, per year+21.7%+23.3%

Worst drop · 1Y−9.3%−14.8%

Volatility · 1Y17.3%21.3%

3–3measures won
level

0.0%

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: FDM, QQQ

Today

0.0%most shared, FDM and QQQ

FDMQQQ

FDM—0.0%

QQQ0.0%—

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

Income After Fees on $10,000

$87most kept, FDM

FDM$152 − $65 = $87

QQQ$48 − $18 = $30

KeptFee

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