FTLS vs QQQ

AFTLS

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · FTLS $15,549

Lowest cost0.18%QQQ · $18 on $10k

Most income0.90%FTLS · $90 on $10k

Smallest drop−5.2%FTLS · worst fall in 1Y

Held in common38.3%FTLS and QQQ

FTLS

QQQ

First Trust Long/Short Equity ETF · $2.6BInvesco QQQ Trust, Series 1 · $446B

+12.8%3 years · per year$14,350 · $18,694+23.2%

+9.2%5 years · per year$15,549 · $17,509+11.9%

0.95%Expense ratio$95 · $18 on $10k · lower wins0.18%

0.90%12-mo yield$90 · $47 on $10k0.47%

−5.2%Worst dropSmaller wins−14.8%

8.5%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTLS · QQQ

6.8%AAPL8.7%

6.1%NVDA7.6%

5.1%MSFT6.9%

3.2%AMZN4.9%

Held in common38.3%

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	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B

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	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B

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

FTLS vs QQQ

FTLS

First Trust Long/Short Equity

$15,549

QQQ

Invesco QQQ Trust

$17,509

MeasureFTLSQQQ

Fee0.95%0.18%

Cost on $10k a year$95$18

Yield0.90%0.47%

5 years, per year+9.2%+11.9%

3 years, per year+12.8%+23.2%

Worst drop · 1Y−5.2%−14.8%

Volatility · 1Y8.5%21.3%

3–3measures won
level

38.3%

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: FTLS, QQQ

Today

38.3%most shared, FTLS and QQQ

FTLSQQQ

FTLS—38.3%

QQQ38.3%—

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

Income After Fees on $10,000

$29most kept, QQQ

QQQ$47 − $18 = $29

FTLS$90 − $95 = −$5

KeptFee

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