FEX vs QQQ

AFEX

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · FEX $15,766

Lowest cost0.18%QQQ · $18 on $10k

Most income1.03%FEX · $103 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common14.9%FEX and QQQ

FEX

QQQ

First Trust Large Cap Core AlphaDEX Fund · $1.6BInvesco QQQ Trust, Series 1 · $469B

+20.8%3 years · per year$17,609 · $18,694+23.2%

+9.5%5 years · per year$15,766 · $17,509+11.9%

0.57%Expense ratio$57 · $18 on $10k · lower wins0.18%

1.03%12-mo yield$103 · $47 on $10k0.47%

−6.6%Worst dropSmaller wins−14.8%

13.3%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · QQQ

0.5%INTU0.5%

0.5%CMCSA0.4%

0.4%REGN0.4%

0.4%AMGN1.2%

Held in common14.9%

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%	$469.3B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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%	$469.3B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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

FEX vs QQQ

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

QQQ

Invesco QQQ Trust

$17,509

MeasureFEXQQQ

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield1.03%0.47%

5 years, per year+9.5%+11.9%

3 years, per year+20.8%+23.2%

Worst drop · 1Y−6.6%−14.8%

Volatility · 1Y13.3%21.3%

3–3measures won
level

14.9%

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

$107BAssets$469B

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

$27.1BAssets$469B

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: FEX, QQQ

Today

14.9%most shared, FEX and QQQ

FEXQQQ

FEX—14.9%

QQQ14.9%—

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

Income After Fees on $10,000

$46most kept, FEX

FEX$103 − $57 = $46

QQQ$47 − $18 = $29

KeptFee

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