FSMB vs QQQ

AFSMB

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income3.20%FSMB · $320 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

+4.0%3 years · per year$11,234 · $18,694+23.2%

+1.6%5 years · per year$10,823 · $17,509+11.9%

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

3.20%12-mo yield$320 · $47 on $10k0.47%

−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 6, 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%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$661M

End-of-day Nov 6, 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%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$661M

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

FSMB vs QQQ

FSMB

First Trust Short Duration Managed Municipal

$10,823

QQQ

Invesco QQQ Trust

$17,509

MeasureFSMBQQQ

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield3.20%0.47%

5 years, per year+1.6%+11.9%

3 years, per year+4.0%+23.2%

Worst drop · 1Y−2.4%−14.8%

Volatility · 1Y1.8%21.3%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

$29.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

Overlap: FSMB, QQQ, SPY

Today

52.1%most shared, QQQ and SPY

FSMBQQQSPY

FSMB—[…][…]

QQQ[…]—52.1%

SPY[…]52.1%—

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

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

SPY$103 − $9 = $94

QQQ$47 − $18 = $29

KeptFee

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