QQQ vs HAPI · Compare Desk

AQQQ

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · QQQ $17,509

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common17.6%QQQ and VTV

QQQ vs VTV

QQQ

VTV

Invesco QQQ Trust, Series 1 · $469BVanguard Morningstar Value ETF · $184B

+23.2%3 years · per year$18,694 · $17,687+20.9%

+11.9%5 years · per year$17,509 · $17,585+12.0%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

0.47%12-mo yield$47 · $187 on $10k1.87%

−14.8%Worst dropSmaller wins−6.4%

21.3%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · VTV

3.5%MU4.6%

3.0%WMT1.7%

1.8%CSCO1.4%

1.2%AMGN0.9%

Held in common17.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T

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

QQQ vs VTV

QQQ

Invesco QQQ Trust

$17,509

VTV

Vanguard Morningstar Value

$17,585

MeasureQQQVTV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.47%1.87%

5 years, per year+11.9%+12.0%

3 years, per year+23.2%+20.9%

Worst drop · 1Y−14.8%−6.4%

Volatility · 1Y21.3%10.7%

5–1measures won
VTV first

17.6%

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%

$182BAssets$819B

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

Overlap: QQQ, VTV, VOO

Today

54.8%most shared, QQQ and VOO

QQQVTVVOO

QQQ—17.6%54.8%

VTV17.6%—41.1%

VOO54.8%41.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VOO$110 − $3 = $107

QQQ$47 − $18 = $29

KeptFee

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