FSMB vs QQQ

AFSMB

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 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 · $469B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	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

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: FSMB, QQQ, IVV

Today

52.8%most shared, QQQ and IVV

FSMBQQQIVV

FSMB—[…][…]

QQQ[…]—52.8%

IVV[…]52.8%—

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

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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