QQQJ vs SCHB

AQQQJ

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · QQQJ $13,531

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common2.2%QQQJ and SCHB

QQQJ

SCHB

Invesco NASDAQ Next Gen 100 ETF · $1.2BSchwab U.S. Broad Market ETF · $44.9B

+26.0%3 years · per year$19,987 · $19,056+24.0%

+6.2%5 years · per year$13,531 · $17,270+11.5%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.74%12-mo yield$74 · $104 on $10k1.04%

−11.8%Worst dropSmaller wins−8.9%

19.6%VolatilityLower wins13.1%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQJ · SCHB

1.8%KMB0.1%

2.8%NTRA0.1%

2.7%EBAY0.1%

2.1%RVMD0.1%

Held in common2.2%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.74%	+1.0%	+21.6%	+22.4%	+26.0%	+6.2%	−11.8%	$1.2B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.74%	+1.0%	+21.6%	+22.4%	+26.0%	+6.2%	−11.8%	$1.2B

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

QQQJ vs SCHB

QQQJ

Invesco NASDAQ Next Gen 100

$13,531

SCHB

Schwab U.S. Broad Market

$17,270

MeasureQQQJSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.74%1.04%

5 years, per year+6.2%+11.5%

3 years, per year+26.0%+24.0%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y19.6%13.1%

5–1measures won
SCHB first

2.2%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: QQQJ, SCHB

Today

2.2%most shared, QQQJ and SCHB

QQQJSCHB

QQQJ—2.2%

SCHB2.2%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

QQQJ$74 − $15 = $59

KeptFee

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