QQQ vs IJS

AQQQ

BIJS

Measures won2–3IJS wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.38%IJS · $138 on $10k

Smallest drop−8.9%IVV · 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

+23.9%3 years · per year$19,011 · $16,208+17.5%

+12.6%5 years · per year$18,068 · $13,632+6.4%

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

0.46%12-mo yield$46 · $138 on $10k1.38%

−14.8%Worst dropSmaller wins−9.3%

21.5%VolatilityLower wins16.3%

2–3IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQQQ · IJS

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

Held in common0.0%

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 Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B

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

All Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B

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 IJS

QQQ

Invesco QQQ Trust

$18,068

IJS

iShares S&P Small-Cap 600 Value

$13,632

MeasureQQQIJS

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield0.46%1.38%

5 years, per year+12.6%+6.4%

3 years, per year+23.9%+17.5%

Worst drop · 1Y−14.8%−9.3%

Volatility · 1Y21.5%16.3%

3–2measures won
IJS first

0.0%

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

Overlap: QQQ, IJS, IVV, VUG

Today

61.2%most shared, QQQ and VUG

QQQIJSIVVVUG

QQQ—0.0%52.4%61.2%

IJS0.0%—0.0%0.0%

IVV52.4%0.0%—55.1%

VUG61.2%0.0%55.1%—

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

Income After Fees on $10,000

$120most kept, IJS

IJS$138 − $18 = $120

IVV$111 − $3 = $108

VUG$41 − $3 = $38

QQQ$46 − $18 = $28

KeptFee

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