QQQ vs FDLS

AQQQ

BFDLS

Measures won2–3FDLS wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common2.0%QQQ and FDLS

QQQ

FDLS

Invesco QQQ Trust, Series 1 · $446BInspire Fidelis Multi Factor ETF · $243M

+23.9%3 years · per year$19,011 · $17,264+20.0%

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

0.18%Expense ratio$18 · $66 on $10k · lower wins0.66%

0.46%12-mo yield$46 · $87 on $10k0.87%

−14.8%Worst dropSmaller wins−10.8%

21.5%VolatilityLower wins17.4%

2–3FDLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · FDLS

2.4%AVGO0.9%

0.6%SNDK0.6%

0.2%FANG1.0%

0.2%TER0.7%

Held in common2.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

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 FDLS

QQQ

Invesco QQQ Trust

$18,068

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureQQQFDLS

Fee0.18%0.66%

Cost on $10k a year$18$66

Yield0.46%0.87%

5 years, per year+12.6%[…]

3 years, per year+23.9%+20.0%

Worst drop · 1Y−14.8%−10.8%

Volatility · 1Y21.5%17.4%

3–2measures won
FDLS first

2.0%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: QQQ, FDLS, IVV

Today

52.4%most shared, QQQ and IVV

QQQFDLSIVV

QQQ—2.0%52.4%

FDLS2.0%—1.9%

IVV52.4%1.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

FDLS$87 − $66 = $21

KeptFee

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