SAMM vs QQQ

ASAMM

BQQQ

Measures won1–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income1.03%SAMM · $103 on $10k

Smallest drop−14.8%QQQ · worst fall in 1Y

Held in common6.1%SAMM and QQQ

SAMM

QQQ

Strategas Macro Momentum ETF · $43MInvesco QQQ Trust, Series 1 · $465B

[…]3 years · per year[…] · $18,756+23.3%

[…]5 years · per year[…] · $17,352+11.7%

1.07%Expense ratio$107 · $18 on $10k · lower wins0.18%

1.03%12-mo yield$103 · $48 on $10k0.48%

−17.3%Worst dropSmaller wins−14.8%

22.2%VolatilityLower wins21.3%

1–3QQQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMM · QQQ

2.2%MU4.0%

2.6%PANW1.3%

3.3%CRWD1.1%

1.7%SNDK0.7%

Held in common6.1%

End-of-day Nov 5, 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	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAMM vs QQQ

SAMM

Strategas Macro Momentum

[…]

QQQ

Invesco QQQ Trust

$17,352

MeasureSAMMQQQ

Fee1.07%0.18%

Cost on $10k a year$107$18

Yield1.03%0.48%

5 years, per year[…]+11.7%

3 years, per year[…]+23.3%

Worst drop · 1Y−17.3%−14.8%

Volatility · 1Y22.2%21.3%

3–1measures won
QQQ first

6.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SAMM, QQQ

Today

6.1%most shared, SAMM and QQQ

SAMMQQQ

SAMM—6.1%

QQQ6.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$30most kept, QQQ

QQQ$48 − $18 = $30

SAMM$103 − $107 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee