IWD vs QQQ

AIWD

BQQQ

Measures won3–2IWD wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IWD $17,456

Lowest cost0.18%IWD · $18 on $10k

Most income1.34%IWD · $134 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common28.4%IWD and QQQ

IWD

QQQ

iShares Russell 1000 Value ETF · $84.7BInvesco QQQ Trust, Series 1 · $446B

+22.7%3 years · per year$18,456 · $19,011+23.9%

+11.8%5 years · per year$17,456 · $18,068+12.6%

0.18%Expense ratio$18 · $18 on $10k · lower wins0.18%

1.34%12-mo yield$134 · $46 on $10k0.46%

−6.8%Worst dropSmaller wins−14.8%

11.7%VolatilityLower wins21.5%

3–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · QQQ

6.0%AAPL8.5%

5.2%MSFT6.7%

6.1%AMZN4.8%

1.3%WMT2.9%

Held in common28.4%

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

Both

5Y2 funds

#			Trend
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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B

End-of-day Nov 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B

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

IWD vs QQQ

IWD

iShares Russell 1000 Value

$17,456

QQQ

Invesco QQQ Trust

$18,068

MeasureIWDQQQ

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield1.34%0.46%

5 years, per year+11.8%+12.6%

3 years, per year+22.7%+23.9%

Worst drop · 1Y−6.8%−14.8%

Volatility · 1Y11.7%21.5%

3–2measures won
IWD first

28.4%

holdings shared

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

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: IWD, QQQ

Today

28.4%most shared, IWD and QQQ

IWDQQQ

IWD—28.4%

QQQ28.4%—

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

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

QQQ$46 − $18 = $28

KeptFee

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