SIZE vs QQQ

ASIZE

BQQQ

Measures won4–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.36%SIZE · $136 on $10k

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

Held in common15.3%SIZE and QQQ

SIZE

QQQ

iShares MSCI USA Size Factor ETF · $425MInvesco QQQ Trust, Series 1 · $446B

+18.1%3 years · per year$16,483 · $19,011+23.9%

+7.5%5 years · per year$14,354 · $18,068+12.6%

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

1.36%12-mo yield$136 · $46 on $10k0.46%

−8.0%Worst dropSmaller wins−14.8%

13.4%VolatilityLower wins21.5%

4–2SIZE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · QQQ

0.3%ABNB0.4%

0.3%REGN0.4%

0.3%CRWD1.0%

0.3%ADP0.6%

Held in common15.3%

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

All Three

5Y3 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

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

All Three

5Y3 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

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

SIZE vs QQQ

SIZE

iShares MSCI USA Size Factor

$14,354

QQQ

Invesco QQQ Trust

$18,068

MeasureSIZEQQQ

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.36%0.46%

5 years, per year+7.5%+12.6%

3 years, per year+18.1%+23.9%

Worst drop · 1Y−8.0%−14.8%

Volatility · 1Y13.4%21.5%

4–2measures won
SIZE first

15.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: SIZE, QQQ, VOO

Today

54.9%most shared, QQQ and VOO

SIZEQQQVOO

SIZE—15.3%39.9%

QQQ15.3%—54.9%

VOO39.9%54.9%—

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

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

VOO$107 − $3 = $104

QQQ$46 − $18 = $28

KeptFee

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