WSML vs QQQ

AWSML

BQQQ

Measures won3–1WSML wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income2.90%WSML · $290 on $10k

Smallest drop−10.7%WSML · worst fall in 1Y

Held in common0.5%WSML and QQQ

WSML

QQQ

iShares MSCI World Small-Cap ETF · $657MInvesco QQQ Trust, Series 1 · $446B

[…]3 years · per year[…] · $18,694+23.2%

[…]5 years · per year[…] · $17,509+11.9%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

2.90%12-mo yield$290 · $47 on $10k0.47%

−10.7%Worst dropSmaller wins−14.8%

16.2%VolatilityLower wins21.3%

3–1WSML wins

$10,000 · 5 yearsOne scale

Shared top holdingsWSML · QQQ

0.8%MRNA0.5%

Held in common0.5%

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%	$446.1B
2	AWSML	iShares MSCI World Small-Cap ETFRead Desk		0.30%	2.90%	+0.1%	+11.2%	+14.6%	new	new	−10.7%	$657M

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%	$446.1B
2	AWSML	iShares MSCI World Small-Cap ETFRead Desk		0.30%	2.90%	+0.1%	+11.2%	+14.6%	new	new	−10.7%	$657M

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

WSML vs QQQ

WSML

iShares MSCI World Small-Cap

[…]

QQQ

Invesco QQQ Trust

$17,509

MeasureWSMLQQQ

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield2.90%0.47%

5 years, per year[…]+11.9%

3 years, per year[…]+23.2%

Worst drop · 1Y−10.7%−14.8%

Volatility · 1Y16.2%21.3%

3–1measures won
WSML first

0.5%

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

$103BAssets$446B

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

$29.1BAssets$446B

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: WSML, QQQ

Today

0.5%most shared, WSML and QQQ

WSMLQQQ

WSML—0.5%

QQQ0.5%—

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

Income After Fees on $10,000

$260most kept, WSML

WSML$290 − $30 = $260

QQQ$47 − $18 = $29

KeptFee

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