SPTM vs QQQ

ASPTM

BQQQ

Measures won4–2SPTM wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SPTM $17,251

Lowest cost0.03%SPTM · $3 on $10k

Most income1.07%SPTM · $107 on $10k

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

Held in common48.4%SPTM and QQQ

SPTM

QQQ

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7BInvesco QQQ Trust, Series 1 · $446B

+21.6%3 years · per year$17,985 · $19,011+23.9%

+11.5%5 years · per year$17,251 · $18,068+12.6%

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

1.07%12-mo yield$107 · $46 on $10k0.46%

−8.7%Worst dropSmaller wins−14.8%

13.6%VolatilityLower wins21.5%

4–2SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · QQQ

7.3%AAPL8.5%

6.6%NVDA7.7%

5.7%MSFT6.7%

3.7%AMZN4.8%

Held in common48.4%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B

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

SPTM vs QQQ

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,251

QQQ

Invesco QQQ Trust

$18,068

MeasureSPTMQQQ

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.07%0.46%

5 years, per year+11.5%+12.6%

3 years, per year+21.6%+23.9%

Worst drop · 1Y−8.7%−14.8%

Volatility · 1Y13.6%21.5%

4–2measures won
SPTM first

48.4%

holdings shared

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: SPTM, QQQ

Today

48.4%most shared, SPTM and QQQ

SPTMQQQ

SPTM—48.4%

QQQ48.4%—

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

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

QQQ$46 − $18 = $28

KeptFee

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