SPSM vs QQQ

ASPSM

BQQQ

Measures won4–2SPSM wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · SPSM $13,217

Lowest cost0.03%SPSM · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−9.6%SPSM · worst fall in 1Y

Held in common0.0%SPSM and QQQ

SPSM

QQQ

State Street SPDR Portfolio S&P 600 Small Cap ETF · $15.7BInvesco QQQ Trust, Series 1 · $446B

+17.4%3 years · per year$16,165 · $18,694+23.2%

+5.7%5 years · per year$13,217 · $17,509+11.9%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.54%12-mo yield$154 · $47 on $10k0.47%

−9.6%Worst dropSmaller wins−14.8%

16.1%VolatilityLower wins21.3%

4–2SPSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · QQQ

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

Held in common0.0%

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%	$446.1B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.54%	+0.1%	+15.5%	+17.6%	+17.4%	+5.7%	−9.6%	$15.7B

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%	$446.1B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.54%	+0.1%	+15.5%	+17.6%	+17.4%	+5.7%	−9.6%	$15.7B

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

SPSM vs QQQ

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,217

QQQ

Invesco QQQ Trust

$17,509

MeasureSPSMQQQ

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.54%0.47%

5 years, per year+5.7%+11.9%

3 years, per year+17.4%+23.2%

Worst drop · 1Y−9.6%−14.8%

Volatility · 1Y16.1%21.3%

4–2measures won
SPSM first

0.0%

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

$103BAssets$446B

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$446B

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: SPSM, QQQ

Today

0.0%most shared, SPSM and QQQ

SPSMQQQ

SPSM—0.0%

QQQ0.0%—

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

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

QQQ$47 − $18 = $29

KeptFee

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