QQQ vs ISCG

AQQQ

BISCG

Measures won2–4ISCG wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · SPY $17,099

Lowest cost0.06%ISCG · $6 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · 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

+23.3%3 years · per year$18,756 · $16,721+18.7%

+11.7%5 years · per year$17,352 · $11,876+3.5%

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

0.48%12-mo yield$48 · $68 on $10k0.68%

−14.8%Worst dropSmaller wins−11.4%

21.3%VolatilityLower wins18.6%

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 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

End-of-day Nov 5, 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

$17,352

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureQQQISCG

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.48%0.68%

5 years, per year+11.7%+3.5%

3 years, per year+23.3%+18.7%

Worst drop · 1Y−14.8%−11.4%

Volatility · 1Y21.3%18.6%

4–2measures won
ISCG first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026

Overlap: QQQ, ISCG, SPY

Today

52.8%most shared, QQQ and SPY

QQQISCGSPY

QQQ—0.0%52.8%

ISCG0.0%—0.7%

SPY52.8%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ISCG$68 − $6 = $62

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee