FRI vs QQQ

AFRI

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · FRI $11,821

Lowest cost0.18%QQQ · $18 on $10k

Most income2.57%FRI · $257 on $10k

Smallest drop−12.1%FRI · worst fall in 1Y

Held in common0.0%FRI and QQQ

FRI

QQQ

First Trust S&P REIT Index Fund · $205MInvesco QQQ Trust, Series 1 · $446B

+15.6%3 years · per year$15,457 · $18,694+23.2%

+3.4%5 years · per year$11,821 · $17,509+11.9%

0.51%Expense ratio$51 · $18 on $10k · lower wins0.18%

2.57%12-mo yield$257 · $47 on $10k0.47%

−12.1%Worst dropSmaller wins−14.8%

13.7%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · QQQ

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

Held in common0.0%

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$205M

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$205M

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

FRI vs QQQ

FRI

First Trust S&P REIT Index Fund

$11,821

QQQ

Invesco QQQ Trust

$17,509

MeasureFRIQQQ

Fee0.51%0.18%

Cost on $10k a year$51$18

Yield2.57%0.47%

5 years, per year+3.4%+11.9%

3 years, per year+15.6%+23.2%

Worst drop · 1Y−12.1%−14.8%

Volatility · 1Y13.7%21.3%

3–3measures won
level

0.0%

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

$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: FRI, QQQ

Today

0.0%most shared, FRI and QQQ

FRIQQQ

FRI—0.0%

QQQ0.0%—

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

Income After Fees on $10,000

$206most kept, FRI

FRI$257 − $51 = $206

QQQ$47 − $18 = $29

KeptFee

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