QQQM vs IVV

AQQQM

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,568QQQM · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common52.1%QQQM and IVV

QQQM

IVV

Invesco NASDAQ 100 ETF · $107BiShares Core S&P 500 ETF · $850B

+23.3%3 years · per year$18,722 · $18,084+21.8%

+11.9%5 years · per year$17,568 · $17,177+11.4%

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

0.49%12-mo yield$49 · $114 on $10k1.14%

−14.7%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQM · IVV

8.7%AAPL7.9%

7.6%NVDA6.9%

6.9%MSFT6.3%

4.9%AMZN4.0%

Held in common52.1%

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	AQQQM	Invesco NASDAQ 100 ETFRead Desk		0.15%	0.49%	+1.3%	+7.2%	+5.8%	+23.3%	+11.9%	−14.7%	$107.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	AQQQM	Invesco NASDAQ 100 ETFRead Desk		0.15%	0.49%	+1.3%	+7.2%	+5.8%	+23.3%	+11.9%	−14.7%	$107.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

QQQM vs IVV

QQQM

Invesco NASDAQ 100

$17,568

IVV

iShares Core S&P 500

$17,177

MeasureQQQMIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.49%1.14%

5 years, per year+11.9%+11.4%

3 years, per year+23.3%+21.8%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y21.2%13.6%

4–2measures won
IVV first

52.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: QQQM, IVV

Today

52.1%most shared, QQQM and IVV

QQQMIVV

QQQM—52.1%

IVV52.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

QQQM$49 − $15 = $34

KeptFee

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