SCHA vs QQQ

ASCHA

BQQQ

Measures won4–2SCHA wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SCHA $13,361

Lowest cost0.03%SCHA · $3 on $10k

Most income1.11%SCHA · $111 on $10k

Smallest drop−11.2%SCHA · worst fall in 1Y

Held in common0.0%SCHA and QQQ

SCHA

QQQ

Schwab U.S. Small-Cap ETF · $21.7BInvesco QQQ Trust, Series 1 · $446B

+20.4%3 years · per year$17,445 · $19,011+23.9%

+6.0%5 years · per year$13,361 · $18,068+12.6%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.11%12-mo yield$111 · $46 on $10k0.46%

−11.2%Worst dropSmaller wins−14.8%

19.2%VolatilityLower wins21.5%

4–2SCHA wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · QQQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B

End-of-day Nov 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHA vs QQQ

SCHA

Schwab U.S. Small-Cap

$13,361

QQQ

Invesco QQQ Trust

$18,068

MeasureSCHAQQQ

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.11%0.46%

5 years, per year+6.0%+12.6%

3 years, per year+20.4%+23.9%

Worst drop · 1Y−11.2%−14.8%

Volatility · 1Y19.2%21.5%

4–2measures won
SCHA first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SCHA, QQQ

Today

0.0%most shared, SCHA and QQQ

SCHAQQQ

SCHA—0.0%

QQQ0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, SCHA

SCHA$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee