QQQ vs DFII

AQQQ

BDFII

Measures won3–1QQQ wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SPY $17,493

Lowest cost0.09%SPY · $9 on $10k

Most income20.45%DFII · $2,045 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common[…]QQQ and DFII

QQQ

DFII

Invesco QQQ Trust, Series 1 · $446BFT Vest Bitcoin Strategy & Target Income ETF · $20M

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

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

0.18%Expense ratio$18 · $85 on $10k · lower wins0.85%

0.46%12-mo yield$46 · $2,045 on $10k20.45%

−14.8%Worst dropSmaller wins−42.6%

21.5%VolatilityLower wins41.9%

3–1QQQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · DFII

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

Held in common[…]

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

All Three

5Y3 funds

#
1	AQQQ	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQQQ	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

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

QQQ vs DFII

QQQ

Invesco QQQ Trust

$18,068

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureQQQDFII

Fee0.18%0.85%

Cost on $10k a year$18$85

Yield0.46%20.45%

5 years, per year+12.6%[…]

3 years, per year+23.9%[…]

Worst drop · 1Y−14.8%−42.6%

Volatility · 1Y21.5%41.9%

3–1measures won
QQQ first

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

Overlap: QQQ, DFII, SPY

Today

52.4%most shared, QQQ and SPY

QQQDFIISPY

QQQ—[…]52.4%

DFII[…]—[…]

SPY52.4%[…]—

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

Income After Fees on $10,000

$1,960most kept, DFII

DFII$2,045 − $85 = $1,960

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

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