QQQ vs IJS

AQQQ

BIJS

Measures won2–3IJS wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IJS $13,645

Lowest cost0.18%QQQ · $18 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common0.0%QQQ and IJS

QQQ

IJS

Invesco QQQ Trust, Series 1 · $446BiShares S&P Small-Cap 600 Value ETF · $7.5B

+23.2%3 years · per year$18,694 · $16,272+17.6%

+11.9%5 years · per year$17,509 · $13,645+6.4%

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

0.47%12-mo yield$47 · $142 on $10k1.42%

−14.8%Worst dropSmaller wins−9.3%

21.3%VolatilityLower wins16.2%

2–3IJS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQ · IJS

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B

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 IJS

QQQ

Invesco QQQ Trust

$17,509

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureQQQIJS

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield0.47%1.42%

5 years, per year+11.9%+6.4%

3 years, per year+23.2%+17.6%

Worst drop · 1Y−14.8%−9.3%

Volatility · 1Y21.3%16.2%

3–2measures won
IJS first

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

$103BAssets$446B

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$446B

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: QQQ, IJS

Today

0.0%most shared, QQQ and IJS

QQQIJS

QQQ—0.0%

IJS0.0%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

QQQ$47 − $18 = $29

KeptFee

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