SHM vs QQQ

ASHM

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · SHM $10,564

Lowest cost0.18%QQQ · $18 on $10k

Most income2.70%SHM · $270 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]SHM and QQQ

SHM

QQQ

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5BInvesco QQQ Trust, Series 1 · $469B

+3.4%3 years · per year$11,042 · $18,694+23.2%

+1.1%5 years · per year$10,564 · $17,509+11.9%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

2.70%12-mo yield$270 · $47 on $10k0.47%

−2.7%Worst dropSmaller wins−14.8%

1.8%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHM · QQQ

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

Held in common[…]

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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

SHM vs QQQ

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,564

QQQ

Invesco QQQ Trust

$17,509

MeasureSHMQQQ

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield2.70%0.47%

5 years, per year+1.1%+11.9%

3 years, per year+3.4%+23.2%

Worst drop · 1Y−2.7%−14.8%

Volatility · 1Y1.8%21.3%

3–3measures won
level

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

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

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

$29.1BAssets$469B

2–0QQQ 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

Overlap: SHM, QQQ

Today

[…]holdings […]

SHMQQQ

SHM—[…]

QQQ[…]—

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

Income After Fees on $10,000

$250most kept, SHM

SHM$270 − $20 = $250

QQQ$47 − $18 = $29

KeptFee

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