PRF vs QQQ

APRF

BQQQ

Measures won4–2PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · QQQ $17,509

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%PRF · $134 on $10k

Smallest drop−6.6%PRF · worst fall in 1Y

Held in common28.7%PRF and QQQ

PRF

QQQ

Invesco RAFI US 1000 ETF · $9.9BInvesco QQQ Trust, Series 1 · $446B

+23.0%3 years · per year$18,620 · $18,694+23.2%

+12.6%5 years · per year$18,118 · $17,509+11.9%

0.34%Expense ratio$34 · $18 on $10k · lower wins0.18%

1.34%12-mo yield$134 · $47 on $10k0.47%

−6.6%Worst dropSmaller wins−14.8%

10.9%VolatilityLower wins21.3%

4–2PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · QQQ

4.8%AAPL8.7%

3.3%MSFT6.9%

2.8%GOOGL2.9%

2.4%AMZN4.9%

Held in common28.7%

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

All Three

5Y3 funds

#
1	APRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$9.9B
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	APRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$9.9B
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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

PRF vs QQQ

PRF

Invesco RAFI US 1000

$18,118

QQQ

Invesco QQQ Trust

$17,509

MeasurePRFQQQ

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield1.34%0.47%

5 years, per year+12.6%+11.9%

3 years, per year+23.0%+23.2%

Worst drop · 1Y−6.6%−14.8%

Volatility · 1Y10.9%21.3%

4–2measures won
PRF first

28.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: PRF, QQQ, IVV

Today

64.8%most shared, PRF and IVV

PRFQQQIVV

PRF—28.7%64.8%

QQQ28.7%—52.1%

IVV64.8%52.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PRF$134 − $34 = $100

QQQ$47 − $18 = $29

KeptFee

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