MSML vs QQQ

AMSML

BQQQ

Measures won2–0MSML wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ

Lowest cost0.04%MSML · $4 on $10k

Most income1.36%MSML · $136 on $10k

Smallest drop−14.8%QQQ · worst fall in 1Y

Held in common0.5%MSML and QQQ

MSML

QQQ

iShares MSCI USA Small-Cap ETF · $272MInvesco QQQ Trust, Series 1 · $469B

[…]3 years · per year[…] · $18,694+23.2%

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

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.36%12-mo yield$136 · $47 on $10k0.47%

[…]Worst dropSmaller wins−14.8%

[…]VolatilityLower wins21.3%

2–0MSML wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSML · QQQ

1.3%MRNA0.5%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.36%	+0.6%	new	new	new	new	[…]	$272M

End-of-day Nov 6, 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%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.36%	+0.6%	new	new	new	new	[…]	$272M

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

MSML vs QQQ

MSML

iShares MSCI USA Small-Cap

[…]

QQQ

Invesco QQQ Trust

$17,509

MeasureMSMLQQQ

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.36%0.47%

5 years, per year[…]+11.9%

3 years, per year[…]+23.2%

Worst drop · 1Y[…]−14.8%

Volatility · 1Y[…]21.3%

2–0measures won
MSML first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

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

$29.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: MSML, QQQ

Today

0.5%most shared, MSML and QQQ

MSMLQQQ

MSML—0.5%

QQQ0.5%—

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

Income After Fees on $10,000

$132most kept, MSML

MSML$136 − $4 = $132

QQQ$47 − $18 = $29

KeptFee

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