SWP vs QQQ

ASWP

BQQQ

Measures won3–1SWP wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income9.80%SWP · $980 on $10k

Smallest drop−10.0%SWP · worst fall in 1Y

Held in common26.4%SWP and QQQ

SWP

QQQ

Manager Directed Portfolios - SWP Growth & Income ETF · $142MInvesco QQQ Trust, Series 1 · $469B

[…]3 years · per year[…] · $18,694+23.2%

[…]5 years · per year[…] · $17,509+11.9%

0.99%Expense ratio$99 · $18 on $10k · lower wins0.18%

9.80%12-mo yield$980 · $47 on $10k0.47%

−10.0%Worst dropSmaller wins−14.8%

12.9%VolatilityLower wins21.3%

3–1SWP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSWP · QQQ

6.1%MSFT6.9%

5.0%AAPL8.7%

3.7%NVDA7.6%

3.4%META3.1%

Held in common26.4%

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%	$469.3B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$142M

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%	$469.3B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$142M

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

SWP vs QQQ

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

QQQ

Invesco QQQ Trust

$17,509

MeasureSWPQQQ

Fee0.99%0.18%

Cost on $10k a year$99$18

Yield9.80%0.47%

5 years, per year[…]+11.9%

3 years, per year[…]+23.2%

Worst drop · 1Y−10.0%−14.8%

Volatility · 1Y12.9%21.3%

3–1measures won
SWP first

26.4%

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

$107BAssets$469B

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$469B

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: SWP, QQQ

Today

26.4%most shared, SWP and QQQ

SWPQQQ

SWP—26.4%

QQQ26.4%—

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

Income After Fees on $10,000

$881most kept, SWP

SWP$980 − $99 = $881

QQQ$47 − $18 = $29

KeptFee

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