QQQM vs WCMI

AQQQM

BWCMI

Measures won1–3WCMI wins · of 6 · 5Y

$10,000 · 5Y$17,441QQQM · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income3.44%IEFA · $344 on $10k

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

Held in common0.2%QQQM and WCMI

QQQM

WCMI

Invesco NASDAQ 100 ETF · $106BFirst Trust WCM International Equity ETF · $2.1B

+23.5%3 years · per year$18,821 · […][…]

+11.8%5 years · per year$17,441 · […][…]

0.15%Expense ratio$15 · $85 on $10k · lower wins0.85%

0.49%12-mo yield$49 · $59 on $10k0.59%

−14.7%Worst dropSmaller wins−12.5%

21.1%VolatilityLower wins20.8%

1–3WCMI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQQQM · WCMI

0.2%NBIS3.4%

Held in common0.2%

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 Four

5Y4 funds

#
1	AQQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.49%	−6.3%	+5.9%	+5.2%	+23.5%	+11.8%	−14.7%	$106.0B
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%	$886.8B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

All Four

5Y4 funds

#
1	AQQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.49%	−6.3%	+5.9%	+5.2%	+23.5%	+11.8%	−14.7%	$106.0B
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%	$886.8B
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

QQQM vs WCMI

QQQM

Invesco NASDAQ 100

$17,441

WCMI

First Trust WCM International Equity

[…]

MeasureQQQMWCMI

Fee0.15%0.85%

Cost on $10k a year$15$85

Yield0.49%0.59%

5 years, per year+11.8%[…]

3 years, per year+23.5%[…]

Worst drop · 1Y−14.7%−12.5%

Volatility · 1Y21.1%20.8%

3–1measures won
WCMI first

0.2%

holdings shared

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$805B

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

Overlap: IVV, WCMI, QQQM, IEFA

Today

52.8%most shared, IVV and QQQM

IVVWCMIQQQMIEFA

IVV—0.2%52.8%0.0%

WCMI0.2%—0.2%4.0%

QQQM52.8%0.2%—0.2%

IEFA0.0%4.0%0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$337most kept, IEFA

IEFA$344 − $7 = $337

IVV$114 − $3 = $111

QQQM$49 − $15 = $34

WCMI$59 − $85 = −$26

KeptFee

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