SVAL vs QQQ

ASVAL

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · SVAL $15,861

Lowest cost0.18%QQQ · $18 on $10k

Most income2.15%SVAL · $215 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common0.0%SVAL and QQQ

SVAL

QQQ

iShares US Small Cap Value Factor ETF · $165MInvesco QQQ Trust, Series 1 · $465B

+22.4%3 years · per year$18,358 · $20,153+26.3%

+9.7%5 years · per year$15,861 · $18,763+13.4%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

2.15%12-mo yield$215 · $45 on $10k0.45%

−9.0%Worst dropSmaller wins−11.7%

14.9%VolatilityLower wins20.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · QQQ

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

Held in common0.0%

End-of-day Nov 4, 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%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 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%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs QQQ

SVAL

iShares US Small Cap Value Factor

$15,861

QQQ

Invesco QQQ Trust

$18,763

MeasureSVALQQQ

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield2.15%0.45%

5 years, per year+9.7%+13.4%

3 years, per year+22.4%+26.3%

Worst drop · 1Y−9.0%−11.7%

Volatility · 1Y14.9%20.3%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SVAL, QQQ

Today

0.0%most shared, SVAL and QQQ

SVALQQQ

SVAL—0.0%

QQQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee