WISE vs QQQ

AWISE

BQQQ

Measures won1–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income5.47%WISE · $547 on $10k

Smallest drop−14.8%QQQ · worst fall in 1Y

Held in common18.9%WISE and QQQ

WISE

QQQ

Themes Generative Artificial Intelligence ETF · $20MInvesco QQQ Trust, Series 1 · $446B

[…]3 years · per year[…] · $19,011+23.9%

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

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

5.47%12-mo yield$547 · $46 on $10k0.46%

−39.2%Worst dropSmaller wins−14.8%

36.2%VolatilityLower wins21.5%

1–3QQQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsWISE · QQQ

5.4%NVDA7.7%

5.1%AMD3.5%

3.0%AMZN4.8%

4.5%GOOGL2.9%

Held in common18.9%

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

Both

5Y2 funds

#			Trend
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	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M

End-of-day Nov 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M

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

WISE vs QQQ

WISE

Themes Generative Artificial Intelligence

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureWISEQQQ

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield5.47%0.46%

5 years, per year[…]+12.6%

3 years, per year[…]+23.9%

Worst drop · 1Y−39.2%−14.8%

Volatility · 1Y36.2%21.5%

3–1measures won
QQQ first

18.9%

holdings shared

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

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: WISE, QQQ

Today

18.9%most shared, WISE and QQQ

WISEQQQ

WISE—18.9%

QQQ18.9%—

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

Income After Fees on $10,000

$512most kept, WISE

WISE$547 − $35 = $512

QQQ$46 − $18 = $28

KeptFee

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