SPYV vs QQQ

ASPYV

BQQQ

Measures won4–2SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · SPYV $17,125

Lowest cost0.04%SPYV · $4 on $10k

Most income1.68%SPYV · $168 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common31.3%SPYV and QQQ

SPYV

QQQ

State Street SPDR Portfolio S&P 500 Value ETF · $38.2BInvesco QQQ Trust, Series 1 · $446B

+17.8%3 years · per year$16,365 · $18,694+23.2%

+11.4%5 years · per year$17,125 · $17,509+11.9%

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

1.68%12-mo yield$168 · $47 on $10k0.47%

−6.2%Worst dropSmaller wins−14.8%

10.2%VolatilityLower wins21.3%

4–2SPYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYV · QQQ

8.4%AAPL8.7%

4.0%AMZN4.9%

1.9%WMT3.0%

1.6%COST2.3%

Held in common31.3%

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	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$38.2B

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	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$38.2B

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

SPYV vs QQQ

SPYV

SPDR Portfolio S&P 500 Value

$17,125

QQQ

Invesco QQQ Trust

$17,509

MeasureSPYVQQQ

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.68%0.47%

5 years, per year+11.4%+11.9%

3 years, per year+17.8%+23.2%

Worst drop · 1Y−6.2%−14.8%

Volatility · 1Y10.2%21.3%

4–2measures won
SPYV first

31.3%

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: SPYV, QQQ

Today

31.3%most shared, SPYV and QQQ

SPYVQQQ

SPYV—31.3%

QQQ31.3%—

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

Income After Fees on $10,000

$164most kept, SPYV

SPYV$168 − $4 = $164

QQQ$47 − $18 = $29

KeptFee

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