QQQ vs SQLV

AQQQ

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · SQLV $15,155

Lowest cost0.18%QQQ · $18 on $10k

Most income0.99%SQLV · $99 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%QQQ and SQLV

QQQ

SQLV

Invesco QQQ Trust, Series 1 · $461BRoyce Quant Small-Cap Quality Value ETF · $40M

+26.3%3 years · per year$20,153 · $16,710+18.7%

+13.4%5 years · per year$18,763 · $15,155+8.7%

0.18%Expense ratio$18 · $60 on $10k · lower wins0.60%

0.45%12-mo yield$45 · $99 on $10k0.99%

−11.7%Worst dropSmaller wins−7.7%

20.3%VolatilityLower wins16.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQQQ · SQLV

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

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%	$461.3B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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%	$461.3B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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 SQLV

QQQ

Invesco QQQ Trust

$18,763

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureQQQSQLV

Fee0.18%0.60%

Cost on $10k a year$18$60

Yield0.45%0.99%

5 years, per year+13.4%+8.7%

3 years, per year+26.3%+18.7%

Worst drop · 1Y−11.7%−7.7%

Volatility · 1Y20.3%16.0%

3–3measures won
level

0.0%

holdings shared

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

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

$105BAssets$461B

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

$32.5BAssets$461B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: QQQ, SQLV

Today

0.0%most shared, QQQ and SQLV

QQQSQLV

QQQ—0.0%

SQLV0.0%—

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

Income After Fees on $10,000

$39most kept, SQLV

SQLV$99 − $60 = $39

QQQ$45 − $18 = $27

KeptFee

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