QQXT vs SPYM

AQQXT

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · QQXT $11,853

Lowest cost0.02%SPYM · $2 on $10k

Most income1.27%QQXT · $127 on $10k

Smallest drop−8.5%QQXT · worst fall in 1Y

Held in common11.7%QQXT and SPYM

QQXT

SPYM

First Trust NASDAQ-100 Ex-Technology Sector Index Fund · $145MState Street SPDR Portfolio S&P 500 ETF · $182B

+10.1%3 years · per year$13,330 · $18,082+21.8%

+3.5%5 years · per year$11,853 · $17,192+11.4%

0.57%Expense ratio$57 · $2 on $10k · lower wins0.02%

1.27%12-mo yield$127 · $105 on $10k1.05%

−8.5%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQQXT · SPYM

1.9%AMZN4.0%

1.7%TSLA1.5%

2.3%WMT0.9%

2.1%COST0.7%

Held in common11.7%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AQQXT	First Trust NASDAQ-100 Ex-Technology Sector Index FundRead Desk		0.57%	1.27%	−0.2%	+1.4%	+3.5%	+10.1%	+3.5%	−8.5%	$145M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AQQXT	First Trust NASDAQ-100 Ex-Technology Sector Index FundRead Desk		0.57%	1.27%	−0.2%	+1.4%	+3.5%	+10.1%	+3.5%	−8.5%	$145M

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

QQXT vs SPYM

QQXT

First Trust NASDAQ-100 Ex-Technology Sector Index Fund

$11,854

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureQQXTSPYM

Fee0.57%0.02%

Cost on $10k a year$57$2

Yield1.27%1.05%

5 years, per year+3.5%+11.4%

3 years, per year+10.1%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y11.9%13.6%

3–3measures won
level

11.7%

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: QQXT, SPYM

Today

11.7%most shared, QQXT and SPYM

QQXTSPYM

QQXT—11.7%

SPYM11.7%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

QQXT$127 − $57 = $70

KeptFee

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