SQLV vs VO · Compare Desk

AQQQ

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · VOO $17,156

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common9.3%QQQ and VO

QQQ vs VO

QQQ

Invesco QQQ Trust, Series 1 · $469BVanguard Morningstar Mid-Cap ETF · $103B

+23.3%3 years · per year$18,756 · $16,795+18.9%

+11.7%5 years · per year$17,352 · $13,616+6.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

0.48%12-mo yield$48 · $139 on $10k1.39%

−14.8%Worst dropSmaller wins−8.2%

21.3%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · VO

0.4%FTNT0.6%

0.4%CEG0.8%

0.4%REGN0.4%

0.4%DASH0.7%

Held in common9.3%

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

All Three

5Y3 funds

#
1	AQQQ	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQQQ	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

QQQ vs VO

QQQ

Invesco QQQ Trust

$17,352

Vanguard Morningstar Mid-Cap

$13,616

MeasureQQQVO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.48%1.39%

5 years, per year+11.7%+6.4%

3 years, per year+23.3%+18.9%

Worst drop · 1Y−14.8%−8.2%

Volatility · 1Y21.3%12.9%

4–2measures won
VO first

9.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: QQQ, VO, VOO

Today

55.0%most shared, QQQ and VOO

QQQVOVOO

QQQ—9.3%55.0%

VO9.3%—15.4%

VOO55.0%15.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VOO$110 − $3 = $107

QQQ$48 − $18 = $30

KeptFee

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