FSMB vs QQQ

AFSMB

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · FSMB $10,807

Lowest cost0.18%QQQ · $18 on $10k

Most income3.21%FSMB · $321 on $10k

Smallest drop−2.4%FSMB · worst fall in 1Y

Held in common[…]FSMB and QQQ

FSMB

QQQ

First Trust Short Duration Managed Municipal ETF · $661MInvesco QQQ Trust, Series 1 · $465B

+3.9%3 years · per year$11,229 · $18,756+23.3%

+1.6%5 years · per year$10,807 · $17,352+11.7%

0.34%Expense ratio$34 · $18 on $10k · lower wins0.18%

3.21%12-mo yield$321 · $48 on $10k0.48%

−2.4%Worst dropSmaller wins−14.8%

1.8%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSMB · QQQ

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

Held in common[…]

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	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M

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	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M

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

FSMB vs QQQ

FSMB

First Trust Short Duration Managed Municipal

$10,807

QQQ

Invesco QQQ Trust

$17,352

MeasureFSMBQQQ

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield3.21%0.48%

5 years, per year+1.6%+11.7%

3 years, per year+3.9%+23.3%

Worst drop · 1Y−2.4%−14.8%

Volatility · 1Y1.8%21.3%

3–3measures won
level

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: FSMB, QQQ

Today

[…]holdings […]

FSMBQQQ

FSMB—[…]

QQQ[…]—

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

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

QQQ$48 − $18 = $30

KeptFee

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