QQQ vs SCHD

AQQQ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.4%QQQ and SCHD

QQQ

SCHD

Invesco QQQ Trust, Series 1 · $465BSchwab U.S. Dividend Equity ETF · $123B

+26.3%3 years · per year$20,153 · $17,908+21.4%

+13.4%5 years · per year$18,763 · $16,881+11.0%

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

0.45%12-mo yield$45 · $291 on $10k2.91%

−11.7%Worst dropSmaller wins−6.9%

20.3%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQ · SCHD

1.3%TXN4.8%

1.1%AMGN4.1%

0.8%PEP3.8%

0.8%QCOM3.8%

Held in common5.4%

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

Both

5Y2 funds

#			Trend
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 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%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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 SCHD

QQQ

Invesco QQQ Trust

$18,763

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureQQQSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.45%2.91%

5 years, per year+13.4%+11.0%

3 years, per year+26.3%+21.4%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y20.3%11.5%

4–2measures won
SCHD first

5.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

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

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026

Overlap: QQQ, SCHD

Today

5.4%most shared, QQQ and SCHD

QQQSCHD

QQQ—5.4%

SCHD5.4%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QQQ$45 − $18 = $27

KeptFee

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