USMF vs QQQ

AUSMF

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · USMF $12,900

Lowest cost0.18%QQQ · $18 on $10k

Most income1.36%USMF · $136 on $10k

Smallest drop−10.6%USMF · worst fall in 1Y

Held in common25.4%USMF and QQQ

USMF

QQQ

WisdomTree U.S. Multifactor Fund · $253MInvesco QQQ Trust, Series 1 · $469B

+10.2%3 years · per year$13,397 · $18,694+23.2%

+5.2%5 years · per year$12,900 · $17,509+11.9%

0.28%Expense ratio$28 · $18 on $10k · lower wins0.18%

1.36%12-mo yield$136 · $47 on $10k0.47%

−10.6%Worst dropSmaller wins−14.8%

13.0%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · QQQ

4.7%AAPL8.7%

3.7%NVDA7.6%

3.4%GOOGL2.9%

1.4%AVGO2.4%

Held in common25.4%

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	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

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	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

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

USMF vs QQQ

USMF

WisdomTree U.S. Multifactor Fund

$12,900

QQQ

Invesco QQQ Trust

$17,509

MeasureUSMFQQQ

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield1.36%0.47%

5 years, per year+5.2%+11.9%

3 years, per year+10.2%+23.2%

Worst drop · 1Y−10.6%−14.8%

Volatility · 1Y13.0%21.3%

3–3measures won
level

25.4%

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

$27.1BAssets$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: USMF, QQQ

Today

25.4%most shared, USMF and QQQ

USMFQQQ

USMF—25.4%

QQQ25.4%—

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

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

QQQ$47 − $18 = $29

KeptFee

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