QQQ vs SPY

AQQQ

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,625QQQ · SPY $17,688

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common53.6%QQQ and SPY

QQQ

SPY

Invesco QQQ Trust, Series 1 · $461BState Street SPDR S&P 500 ETF · $798B

+26.4%3 years · per year$20,184 · $19,046+24.0%

+13.2%5 years · per year$18,625 · $17,688+12.1%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

0.45%12-mo yield$45 · $101 on $10k1.01%

−11.7%Worst dropSmaller wins−8.9%

20.3%VolatilityLower wins12.8%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQ · SPY

8.0%NVDA7.8%

8.1%AAPL7.7%

6.2%MSFT5.9%

4.4%AMZN3.6%

Held in common53.6%

End-of-day Nov 3, 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%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

End-of-day Nov 3, 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%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

QQQ vs SPY

QQQ

Invesco QQQ Trust

$18,625

SPY

SPDR S&P 500

$17,688

MeasureQQQSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield0.45%1.01%

5 years, per year+13.2%+12.1%

3 years, per year+26.4%+24.0%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y20.3%12.8%

4–2measures won
SPY first

53.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

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

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+15.5%

QQQInvesco

+11.9%

+15.5%Year to date+11.9%

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

$32.5BAssets$461B

1–1level

End-of-day Nov 3, 2026

Overlap: QQQ, SPY

Today

53.6%most shared, QQQ and SPY

QQQSPY

QQQ—53.6%

SPY53.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee