VOO vs QQQ

AVOO

BQQQ

Measures won4–2VOO wins · of 6 · 5Y

$10,000 · 5Y$18,625QQQ · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income8.56%JEPI · $856 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common55.2%VOO and QQQ

VOO

QQQ

Vanguard S&P 500 ETF · $1.70TInvesco QQQ Trust, Series 1 · $464B

+23.7%3 years · per year$18,948 · $20,157+26.3%

+12.1%5 years · per year$17,709 · $18,569+13.2%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.07%12-mo yield$107 · $45 on $10k0.45%

−8.9%Worst dropSmaller wins−11.7%

12.7%VolatilityLower wins20.3%

4–2VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVOO · QQQ

8.4%NVDA8.0%

7.4%AAPL8.1%

5.8%MSFT6.2%

3.7%AMZN4.4%

Held in common55.2%

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%	−1.4%	+11.2%	+9.3%	+26.3%	+13.2%	−11.7%	$463.8B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.5%	+11.2%	+11.8%	+23.7%	+12.1%	−8.9%	$1.70T
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+0.3%	+34.1%	+39.3%	+20.8%	+10.5%	−6.9%	$121.1B
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.56%	−0.3%	+6.5%	+9.2%	+11.9%	+7.3%	−6.7%	$46.2B

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%	−1.4%	+11.2%	+9.3%	+26.3%	+13.2%	−11.7%	$463.8B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.5%	+11.2%	+11.8%	+23.7%	+12.1%	−8.9%	$1.70T
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+0.3%	+34.1%	+39.3%	+20.8%	+10.5%	−6.9%	$121.1B
4	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.56%	−0.3%	+6.5%	+9.2%	+11.9%	+7.3%	−6.7%	$46.2B

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

VOO vs QQQ

VOO

Vanguard S&P 500

$17,709

QQQ

Invesco QQQ Trust

$18,569

MeasureVOOQQQ

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.07%0.45%

5 years, per year+12.1%+13.2%

3 years, per year+23.7%+26.3%

Worst drop · 1Y−8.9%−11.7%

Volatility · 1Y12.7%20.3%

4–2measures won
VOO first

55.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+34.1%

VIGVanguard

+14.3%

+34.1%Year to date+14.3%

2.9%Yield1.5%

$121BAssets$128B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+5.8%

JEPIJ.P. Morgan

+6.5%

+5.8%Year to date+6.5%

13.2%Yield8.6%

$42.5BAssets$46.2B

1–1level

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.2%

SPYSPDR

+11.2%

+11.2%Year to date+11.2%

1.0%Yield1.0%

$185BAssets$814B

0–0level

End-of-day Nov 3, 2026

Overlap: VOO, QQQ, SCHD, JEPI

Today

55.2%most shared, VOO and QQQ

VOOQQQSCHDJEPI

VOO—55.2%7.6%37.4%

QQQ55.2%—5.4%26.1%

SCHD7.6%5.4%—8.2%

JEPI37.4%26.1%8.2%—

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

Income After Fees on $10,000

$821most kept, JEPI

JEPI$856 − $35 = $821

SCHD$294 − $6 = $288

VOO$107 − $3 = $104

QQQ$45 − $18 = $27

KeptFee

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