SMLF vs QQQ

ASMLF

BQQQ

Measures won4–2SMLF wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · SMLF $15,777

Lowest cost0.15%SMLF · $15 on $10k

Most income1.02%SMLF · $102 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common0.0%SMLF and QQQ

SMLF

QQQ

iShares U.S. Small-Cap Equity Factor ETF · $4.1BInvesco QQQ Trust, Series 1 · $469B

+21.0%3 years · per year$17,700 · $18,756+23.3%

+9.5%5 years · per year$15,777 · $17,352+11.7%

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

1.02%12-mo yield$102 · $48 on $10k0.48%

−8.7%Worst dropSmaller wins−14.8%

17.4%VolatilityLower wins21.3%

4–2SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · QQQ

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

Held in common0.0%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.1B

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.1B

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

SMLF vs QQQ

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

QQQ

Invesco QQQ Trust

$17,352

MeasureSMLFQQQ

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.02%0.48%

5 years, per year+9.5%+11.7%

3 years, per year+21.0%+23.3%

Worst drop · 1Y−8.7%−14.8%

Volatility · 1Y17.4%21.3%

4–2measures won
SMLF first

0.0%

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: SMLF, QQQ

Today

0.0%most shared, SMLF and QQQ

SMLFQQQ

SMLF—0.0%

QQQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

QQQ$48 − $18 = $30

KeptFee

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