ITDF vs QQQ

AITDF

BQQQ

Measures won4–1ITDF wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.52%ITDF · $152 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common25.9%ITDF and QQQ

ITDF

QQQ

iShares LifePath Target Date 2050 ETF · $98MInvesco QQQ Trust, Series 1 · $446B

+20.0%3 years · per year$17,270 · $18,694+23.2%

[…]5 years · per year[…] · $17,509+11.9%

0.11%Expense ratio$11 · $18 on $10k · lower wins0.18%

1.52%12-mo yield$152 · $47 on $10k0.47%

−9.3%Worst dropSmaller wins−14.8%

13.7%VolatilityLower wins21.3%

4–1ITDF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDF · QQQ

3.9%AAPL8.7%

3.3%NVDA7.6%

3.1%MSFT6.9%

2.0%AMZN4.9%

Held in common25.9%

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%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M

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%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M

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

ITDF vs QQQ

ITDF

iShares LifePath Target Date 2050

[…]

QQQ

Invesco QQQ Trust

$17,509

MeasureITDFQQQ

Fee0.11%0.18%

Cost on $10k a year$11$18

Yield1.52%0.47%

5 years, per year[…]+11.9%

3 years, per year+20.0%+23.2%

Worst drop · 1Y−9.3%−14.8%

Volatility · 1Y13.7%21.3%

4–1measures won
ITDF first

25.9%

holdings shared

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%

$178BAssets$778B

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

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: ITDF, QQQ, IVV

Today

52.1%most shared, QQQ and IVV

ITDFQQQIVV

ITDF—25.9%50.2%

QQQ25.9%—52.1%

IVV50.2%52.1%—

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

Income After Fees on $10,000

$141most kept, ITDF

ITDF$152 − $11 = $141

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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