SIZE vs QQQ

ASIZE

BQQQ

Measures won4–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · SIZE $14,104

Lowest cost0.15%SIZE · $15 on $10k

Most income1.39%SIZE · $139 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common15.2%SIZE and QQQ

SIZE

QQQ

iShares MSCI USA Size Factor ETF · $426MInvesco QQQ Trust, Series 1 · $469B

+18.0%3 years · per year$16,431 · $18,694+23.2%

+7.1%5 years · per year$14,104 · $17,509+11.9%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.39%12-mo yield$139 · $47 on $10k0.47%

−8.0%Worst dropSmaller wins−14.8%

13.2%VolatilityLower wins21.3%

4–2SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · QQQ

0.3%REGN0.4%

0.3%ADP0.6%

0.3%CRWD1.1%

0.2%AMGN1.2%

Held in common15.2%

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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

SIZE vs QQQ

SIZE

iShares MSCI USA Size Factor

$14,104

QQQ

Invesco QQQ Trust

$17,509

MeasureSIZEQQQ

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.39%0.47%

5 years, per year+7.1%+11.9%

3 years, per year+18.0%+23.2%

Worst drop · 1Y−8.0%−14.8%

Volatility · 1Y13.2%21.3%

4–2measures won
SIZE first

15.2%

holdings shared

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

$27.1BAssets$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: SIZE, QQQ

Today

15.2%most shared, SIZE and QQQ

SIZEQQQ

SIZE—15.2%

QQQ15.2%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

QQQ$47 − $18 = $29

KeptFee

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