USCL vs QQQ

AUSCL

BQQQ

Measures won4–1USCL wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SPY $17,493

Lowest cost0.08%USCL · $8 on $10k

Most income1.06%USCL · $106 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common55.7%USCL and QQQ

USCL

QQQ

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BInvesco QQQ Trust, Series 1 · $446B

+20.3%3 years · per year$17,395 · $19,011+23.9%

[…]5 years · per year[…] · $18,068+12.6%

0.08%Expense ratio$8 · $18 on $10k · lower wins0.18%

1.06%12-mo yield$106 · $46 on $10k0.46%

−10.3%Worst dropSmaller wins−14.8%

14.0%VolatilityLower wins21.5%

4–1USCL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · QQQ

9.7%AAPL8.5%

8.3%NVDA7.7%

7.2%MSFT6.7%

4.8%AMZN4.8%

Held in common55.7%

End-of-day Nov 9, 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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USCL vs QQQ

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureUSCLQQQ

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield1.06%0.46%

5 years, per year[…]+12.6%

3 years, per year+20.3%+23.9%

Worst drop · 1Y−10.3%−14.8%

Volatility · 1Y14.0%21.5%

4–1measures won
USCL first

55.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: USCL, QQQ, SPY

Today

84.6%most shared, USCL and SPY

USCLQQQSPY

USCL—55.7%84.6%

QQQ55.7%—52.4%

SPY84.6%52.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$98most kept, USCL

USCL$106 − $8 = $98

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee