QQQ vs ISCG

AQQQ

BISCG

Measures won2–4ISCG wins · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common0.0%QQQ and ISCG

QQQ

ISCG

Invesco QQQ Trust, Series 1 · $465BiShares Morningstar Small-Cap Growth ETF · $974M

+26.3%3 years · per year$20,153 · $17,783+21.2%

+13.4%5 years · per year$18,763 · $12,768+5.0%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.45%12-mo yield$45 · $65 on $10k0.65%

−11.7%Worst dropSmaller wins−11.4%

20.3%VolatilityLower wins18.0%

2–4ISCG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · ISCG

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

Held in common0.0%

End-of-day Nov 4, 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%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 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%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QQQ vs ISCG

QQQ

Invesco QQQ Trust

$18,763

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureQQQISCG

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.45%0.65%

5 years, per year+13.4%+5.0%

3 years, per year+26.3%+21.2%

Worst drop · 1Y−11.7%−11.4%

Volatility · 1Y20.3%18.0%

4–2measures won
ISCG first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: QQQ, ISCG, IVV

Today

52.8%most shared, QQQ and IVV

QQQISCGIVV

QQQ—0.0%52.8%

ISCG0.0%—0.7%

IVV52.8%0.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

ISCG$65 − $6 = $59

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee