SPMB vs QQQ

ASPMB

BQQQ

Measures won4–2SPMB wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SPMB $10,149

Lowest cost0.04%SPMB · $4 on $10k

Most income4.25%SPMB · $425 on $10k

Smallest drop−5.6%SPMB · worst fall in 1Y

Held in common[…]SPMB and QQQ

SPMB

QQQ

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BInvesco QQQ Trust, Series 1 · $446B

+5.8%3 years · per year$11,852 · $19,011+23.9%

+0.3%5 years · per year$10,149 · $18,068+12.6%

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

4.25%12-mo yield$425 · $46 on $10k0.46%

−5.6%Worst dropSmaller wins−14.8%

4.7%VolatilityLower wins21.5%

4–2SPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMB · QQQ

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

Held in common[…]

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	ASPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk		0.04%	4.25%	+0.1%	+0.2%	+0.8%	+5.8%	+0.3%	−5.6%	$7.0B

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	ASPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk		0.04%	4.25%	+0.1%	+0.2%	+0.8%	+5.8%	+0.3%	−5.6%	$7.0B

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

SPMB vs QQQ

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,149

QQQ

Invesco QQQ Trust

$18,068

MeasureSPMBQQQ

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield4.25%0.46%

5 years, per year+0.3%+12.6%

3 years, per year+5.8%+23.9%

Worst drop · 1Y−5.6%−14.8%

Volatility · 1Y4.7%21.5%

4–2measures won
SPMB first

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

$32.1BAssets$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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPMB, QQQ

Today

[…]holdings […]

SPMBQQQ

SPMB—[…]

QQQ[…]—

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

Income After Fees on $10,000

$421most kept, SPMB

SPMB$425 − $4 = $421

QQQ$46 − $18 = $28

KeptFee

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