FMF vs QQQ

AFMF

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · FMF $12,730

Lowest cost0.18%QQQ · $18 on $10k

Most income4.88%FMF · $488 on $10k

Smallest drop−4.5%FMF · worst fall in 1Y

Held in common[…]FMF and QQQ

FMF

QQQ

First Trust Managed Futures Strategy Fund · $295MInvesco QQQ Trust, Series 1 · $446B

+6.2%3 years · per year$11,988 · $18,694+23.2%

+4.9%5 years · per year$12,730 · $17,509+11.9%

0.98%Expense ratio$98 · $18 on $10k · lower wins0.18%

4.88%12-mo yield$488 · $47 on $10k0.47%

−4.5%Worst dropSmaller wins−14.8%

9.7%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFMF · QQQ

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

Held in common[…]

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	AFMF	First Trust Managed Futures Strategy FundRead Desk		0.98%	4.88%	+0.2%	+9.7%	+11.1%	+6.2%	+4.9%	−4.5%	$295M

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	AFMF	First Trust Managed Futures Strategy FundRead Desk		0.98%	4.88%	+0.2%	+9.7%	+11.1%	+6.2%	+4.9%	−4.5%	$295M

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

FMF vs QQQ

FMF

First Trust Managed Futures Strategy Fund

$12,731

QQQ

Invesco QQQ Trust

$17,509

MeasureFMFQQQ

Fee0.98%0.18%

Cost on $10k a year$98$18

Yield4.88%0.47%

5 years, per year+4.9%+11.9%

3 years, per year+6.2%+23.2%

Worst drop · 1Y−4.5%−14.8%

Volatility · 1Y9.7%21.3%

3–3measures won
level

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: FMF, QQQ

Today

[…]holdings […]

FMFQQQ

FMF—[…]

QQQ[…]—

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

Income After Fees on $10,000

$390most kept, FMF

FMF$488 − $98 = $390

QQQ$47 − $18 = $29

KeptFee

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