QQQ vs SQLV

AQQQ

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 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 · $465BRoyce Quant Small-Cap Quality Value ETF · $41M

+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 yearsAll three, one 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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	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%	$41M

End-of-day Nov 4, 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%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	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%	$41M

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: QQQ, SQLV, IVV

Today

52.8%most shared, QQQ and IVV

QQQSQLVIVV

QQQ—0.0%52.8%

SQLV0.0%—0.0%

IVV52.8%0.0%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SQLV$99 − $60 = $39

QQQ$45 − $18 = $27

KeptFee

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