QQQ vs SHM

AQQQ

BSHM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · SHM $10,564

Lowest cost0.18%QQQ · $18 on $10k

Most income2.70%SHM · $270 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]QQQ and SHM

QQQ

SHM

Invesco QQQ Trust, Series 1 · $446BState Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B

+23.2%3 years · per year$18,694 · $11,042+3.4%

+11.9%5 years · per year$17,509 · $10,564+1.1%

0.18%Expense ratio$18 · $20 on $10k · lower wins0.20%

0.47%12-mo yield$47 · $270 on $10k2.70%

−14.8%Worst dropSmaller wins−2.7%

21.3%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQQQ · SHM

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

Held in common[…]

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	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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 SHM

QQQ

Invesco QQQ Trust

$17,509

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,564

MeasureQQQSHM

Fee0.18%0.20%

Cost on $10k a year$18$20

Yield0.47%2.70%

5 years, per year+11.9%+1.1%

3 years, per year+23.2%+3.4%

Worst drop · 1Y−14.8%−2.7%

Volatility · 1Y21.3%1.8%

3–3measures won
level

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, SHM

Today

[…]holdings […]

QQQSHM

QQQ—[…]

SHM[…]—

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

Income After Fees on $10,000

$250most kept, SHM

SHM$270 − $20 = $250

QQQ$47 − $18 = $29

KeptFee

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