SCHD vs QQQ

ASCHD

BQQQ

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,625QQQ · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.4%SCHD and QQQ

SCHD

QQQ

Schwab U.S. Dividend Equity ETF · $121BInvesco QQQ Trust, Series 1 · $461B

+21.2%3 years · per year$17,784 · $20,184+26.4%

+10.3%5 years · per year$16,352 · $18,625+13.2%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

2.97%12-mo yield$297 · $45 on $10k0.45%

−6.9%Worst dropSmaller wins−11.7%

11.4%VolatilityLower wins20.3%

4–2SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · QQQ

4.6%TXN1.3%

4.1%AMGN1.1%

3.9%PEP0.9%

3.7%QCOM0.8%

Held in common5.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
4	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
4	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

SCHD vs QQQ

SCHD

Schwab U.S. Dividend Equity

$16,352

QQQ

Invesco QQQ Trust

$18,625

MeasureSCHDQQQ

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield2.97%0.45%

5 years, per year+10.3%+13.2%

3 years, per year+21.2%+26.4%

Worst drop · 1Y−6.9%−11.7%

Volatility · 1Y11.4%20.3%

4–2measures won
SCHD first

5.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

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

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

Overlap: VOO, QQQ, SCHD, IVV

Today

94.5%most shared, VOO and IVV

VOOQQQSCHDIVV

VOO—55.2%7.6%94.5%

QQQ55.2%—5.4%53.0%

SCHD7.6%5.4%—8.4%

IVV94.5%53.0%8.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IVV$111 − $3 = $108

VOO$107 − $3 = $104

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee