OSCV vs QQQ

AOSCV

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · OSCV $12,515

Lowest cost0.18%QQQ · $18 on $10k

Most income1.14%OSCV · $114 on $10k

Smallest drop−9.1%OSCV · worst fall in 1Y

Held in common0.0%OSCV and QQQ

OSCV

QQQ

Opus Small Cap Value Plus ETF · $620MInvesco QQQ Trust, Series 1 · $469B

+12.2%3 years · per year$14,132 · $18,694+23.2%

+4.6%5 years · per year$12,515 · $17,509+11.9%

0.79%Expense ratio$79 · $18 on $10k · lower wins0.18%

1.14%12-mo yield$114 · $47 on $10k0.47%

−9.1%Worst dropSmaller wins−14.8%

12.2%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · QQQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

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	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

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

OSCV vs QQQ

OSCV

Opus Small Cap Value Plus

$12,515

QQQ

Invesco QQQ Trust

$17,509

MeasureOSCVQQQ

Fee0.79%0.18%

Cost on $10k a year$79$18

Yield1.14%0.47%

5 years, per year+4.6%+11.9%

3 years, per year+12.2%+23.2%

Worst drop · 1Y−9.1%−14.8%

Volatility · 1Y12.2%21.3%

3–3measures won
level

0.0%

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: OSCV, QQQ

Today

0.0%most shared, OSCV and QQQ

OSCVQQQ

OSCV—0.0%

QQQ0.0%—

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

Income After Fees on $10,000

$35most kept, OSCV

OSCV$114 − $79 = $35

QQQ$47 − $18 = $29

KeptFee

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