SWP vs QQQ5YSWPSWPAvsBQQQQQQManager Directed Portfolios - SWP Growth & Income ETF · $147MInvesco QQQ Trust, Series 1 · $474BReturns · dividends in[…]3 years · per year[…] · $18,542+22.9%[…]5 years · per year[…] · $17,575+11.9%Cost and income0.99%Expense ratio$99 · $18 on $10k · lower wins0.18%9.54%12-mo yield$954 · $45 on $10k0.45%
Overlap: SWP, QQQ, VOOToday53.9%most shared, QQQ and VOOSWPQQQVOOSWP—26.2%32.0%QQQ26.2%—53.9%VOO32.0%53.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SWP vs QQQ5YASWPManager Directed Portfolios - SWP Growth & Income[…]vsQQQBInvesco QQQ Trust$17,575MeasureSWPQQQFee0.99%0.18%Cost on $10k a year$99$18Yield9.54%0.45%5 years, per year[…]+11.9%3 years, per year[…]+22.9%Worst drop · 1Y−10.0%−14.8%Volatility · 1Y13.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BQQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3ASWPManager Directed Portfolios - SWP Growth & Income ETFReadDesk0.99%9.54%−0.1%+5.7%+5.8%newnew−10.0%$147MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BQQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3ASWPManager Directed Portfolios - SWP Growth & Income ETFReadDesk0.99%9.54%−0.1%+5.7%+5.8%newnew−10.0%$147MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
QQQM vs QQQYTDInvescoQQQMIA+11.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+11.1%+11.1%+11.1%Year to date+11.1%0.15% · $15Fee · on $10k a year0.18% · $18$109BAssets$474B1–0QQQM winsEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
Overlap: SWP, QQQ, VOOToday53.9%most shared, QQQ and VOOSWPQQQVOOSWP—26.2%32.0%QQQ26.2%—53.9%VOO32.0%53.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$855most kept, SWPSWP$954 − $99 = $855VOO$107 − $3 = $104QQQ$45 − $18 = $27KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee