VT vs QQQ

AVT

BQQQ

Measures won4–2VT wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%VT · $155 on $10k

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

Held in common31.3%VT and QQQ

QQQ

Vanguard Total World Stock ETF · $81.8BInvesco QQQ Trust, Series 1 · $446B

+20.9%3 years · per year$17,661 · $19,011+23.9%

+9.8%5 years · per year$15,957 · $18,068+12.6%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

1.55%12-mo yield$155 · $46 on $10k0.46%

−9.7%Worst dropSmaller wins−14.8%

14.9%VolatilityLower wins21.5%

4–2VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · QQQ

4.5%NVDA7.7%

4.1%AAPL8.5%

3.2%MSFT6.7%

2.0%AMZN4.8%

Held in common31.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs QQQ

Vanguard Total World Stock

$15,957

QQQ

Invesco QQQ Trust

$18,068

MeasureVTQQQ

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.55%0.46%

5 years, per year+9.8%+12.6%

3 years, per year+20.9%+23.9%

Worst drop · 1Y−9.7%−14.8%

Volatility · 1Y14.9%21.5%

4–2measures won
VT first

31.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, WCME, VT, QQQ

Today

55.2%most shared, IVV and VT

IVVWCMEVTQQQ

IVV—0.0%55.2%52.4%

WCME0.0%—4.2%0.3%

VT55.2%4.2%—31.3%

QQQ52.4%0.3%31.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, VT

VT$155 − $6 = $149

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee