SAMT vs QQQ

ASAMT

BQQQ

Measures won2–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income0.68%SAMT · $68 on $10k

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

Held in common14.7%SAMT and QQQ

SAMT

QQQ

Strategas Macro Thematic Opportunities ETF · $775MInvesco QQQ Trust, Series 1 · $469B

+22.8%3 years · per year$18,534 · $18,756+23.3%

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

0.66%Expense ratio$66 · $18 on $10k · lower wins0.18%

0.68%12-mo yield$68 · $48 on $10k0.48%

−16.6%Worst dropSmaller wins−14.8%

17.2%VolatilityLower wins21.3%

2–3QQQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMT · QQQ

2.8%WMT2.8%

2.6%AAPL8.3%

2.5%META3.0%

2.4%MSFT6.7%

Held in common14.7%

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%	$469.3B
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	−2.9%	+3.4%	+7.5%	+22.8%	new	−16.6%	$775M

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%	$469.3B
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	−2.9%	+3.4%	+7.5%	+22.8%	new	−16.6%	$775M

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

SAMT vs QQQ

SAMT

Strategas Macro Thematic Opportunities

[…]

QQQ

Invesco QQQ Trust

$17,352

MeasureSAMTQQQ

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield0.68%0.48%

5 years, per year[…]+11.7%

3 years, per year+22.8%+23.3%

Worst drop · 1Y−16.6%−14.8%

Volatility · 1Y17.2%21.3%

3–2measures won
QQQ first

14.7%

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

$107BAssets$469B

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

$27.1BAssets$469B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SAMT, QQQ

Today

14.7%most shared, SAMT and QQQ

SAMTQQQ

SAMT—14.7%

QQQ14.7%—

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

SAMT$68 − $66 = $2

KeptFee

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