MFSV vs QQQ

AMFSV

BQQQ

Measures won3–1MFSV wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income1.32%MFSV · $132 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common18.4%MFSV and QQQ

MFSV

QQQ

MFS Active Value ETF · $673MInvesco QQQ Trust, Series 1 · $446B

[…]3 years · per year[…] · $19,011+23.9%

[…]5 years · per year[…] · $18,068+12.6%

0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%

1.32%12-mo yield$132 · $46 on $10k0.46%

−6.4%Worst dropSmaller wins−14.8%

10.8%VolatilityLower wins21.5%

3–1MFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSV · QQQ

5.6%MSFT6.7%

5.4%AMZN4.8%

3.1%AAPL8.5%

1.1%KLAC0.9%

Held in common18.4%

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	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.32%	+1.7%	+14.6%	+19.3%	new	new	−6.4%	$673M

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	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.32%	+1.7%	+14.6%	+19.3%	new	new	−6.4%	$673M

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

MFSV vs QQQ

MFSV

MFS Active Value

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureMFSVQQQ

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.32%0.46%

5 years, per year[…]+12.6%

3 years, per year[…]+23.9%

Worst drop · 1Y−6.4%−14.8%

Volatility · 1Y10.8%21.5%

3–1measures won
MFSV first

18.4%

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

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MFSV, QQQ

Today

18.4%most shared, MFSV and QQQ

MFSVQQQ

MFSV—18.4%

QQQ18.4%—

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

Income After Fees on $10,000

$88most kept, MFSV

MFSV$132 − $44 = $88

QQQ$46 − $18 = $28

KeptFee

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