The article estimates how a one-time $3,000 investment in the Invesco Nasdaq 100 ETF (QQQM) five years ago would have grown if left to compound. QQQM, which tracks the 100 largest non-financial stocks in the Nasdaq-100 index, delivered annualized total returns of about 13.1% over five years, compared with a 12.6% average total return for the S&P 500, although the Nasdaq-100 fell about 33% in 2022. After deducting the fund's 0.15% expense ratio, the assumed annualized return is 12.95%, which would have grown the $3,000 to $5,545, nearly doubling it. The article notes that tech stocks or any ETF are not guaranteed to be the best choice for the future, but the example illustrates the value of a long-term perspective.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related tickers and likely impact
QQQ
• NeutralInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/30/2026 | 690.49 |
| Change that session | -3.47% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- History Shows 1 Powerful Fact That Makes Me Bullish on VTI
The article argues that long-term investors can look past daily headlines, since the broader U.S. stock market has tended to grow over time, using the Vanguard Morningstar Total Stock Market ETF (VTI) as an example. The fund has been available since May 2001 and delivered average annual returns of 9.44% over 25 years and about 12.6% annualized over the past five years, including through the 2008 financial crisis and the dot-com bear market. VTI holds 3,519 stocks across small-, mid- and large-caps, though it has underperformed the S&P 500 and Nasdaq-100 over the past 10 years. The illustrative math shows a one-time $1,000 investment in 2001 growing to about $9,537, while $300 monthly would have reached about $325,555 and $500 monthly $542,592 after 25 years. The author stresses that past returns do not guarantee future results.
- 3 ETFs That Can Weather Stock Market Volatility
The article argues that for many investors, the best approach to a bear market is to buy low-cost index funds tracking the total U.S. stock market and hold through short-term declines. It highlights three ETFs, each with a 0.03% expense ratio: the Vanguard S&P 500 ETF (VOO), the Vanguard Morningstar Total Stock Market ETF (VTI) and the Schwab U.S. Broad Market ETF (SCHB). Since inception, VOO has averaged about 14.9% a year over 16 years, SCHB about 14.3% over nearly 17 years, and VTI about 9.4% over 25 years, including the 2008 financial crisis. Although these funds hold major tech stocks, they are more diversified than the tech-heavy Nasdaq-100, and in the 2022 bear market they performed much better than that index.
- How Long Could You Wait for the S&P 500 to Recover From a 10% Drop?
The S&P 500 closed at a record 7,818.93 on Oct. 6, but the Nasdaq Composite fell about 4.5% last week as chipmakers slid on worries about how long AI spending can last. Since 1950, the index has had 24 declines of 10% or more from a record close, and all eventually reached a new record, with a median wait of about five months from the bottom. The 11 bear markets had a median wait of about 15 months, while the drops in 1974, 2002 and 2009 each took four to six years to recover. These figures reflect price only, not dividends. The author suggests holding an S&P 500 index fund only with money that can withstand a few years of volatility.
- Invesco NASDAQ 100 ETF (QQQM) Adds NVIDIA and Apple on Thursday
Invesco NASDAQ 100 ETF (QQQM) was the only ETF buying on Thursday, adding $198.6 million of stock across 100 positions without trimming any holdings. Its assets under management stand at $106.03 billion. The largest purchases were NVIDIA ($16.4 million, lifting its weight to 8.09%), Apple ($16.2 million, 8.0%) and Microsoft ($12.5 million, 6.18%), followed by Micron Technology ($9.3 million) and Amazon.com ($8.4 million). None of the buys were new positions and the fund exited nothing.
- What ProShares Ultra QQQ (QLD) Bought: No Buys as NVIDIA Leads Sells on Oct. 29
On Thursday, ProShares Ultra QQQ 2x Shares (QLD) was the only fund in the ETF activity reviewed to sell, with no funds buying. Its $430.9 million of gross activity was all on the sell side, a net outflow of $430.9 million, and with $13.26 billion in assets it trimmed 99 positions and added to none. The largest sales were NVDA ($35.7 million, 167,200 shares, leaving an 8.12% weight), AAPL ($35.3 million, 8.03%) and MSFT ($27.3 million, 6.21%). Micron and Amazon were also reduced by $20.2 million and $18.3 million. None of the sales were new positions or full exits. The 2.0x leveraged fund holds 100 stocks, with 46.9% of assets in its 10 largest holdings, an expense ratio of 0.96%, a P/E of 27.69 and a year-to-date return of 17.43%.
- Fidelity's Broader Nasdaq ETF Has a Surprise for QQQ Investors: Even More Apple
Fidelity Nasdaq Composite Index ETF (ONEQ) tracks the entire Nasdaq Composite and holds 1,030 positions, while QQQ holds only the 100 largest non-financial Nasdaq companies. Still, Apple made up 10.08% of ONEQ's net assets as of August 31, 2026, versus 6.67% in QQQ's June 30, 2026 filing. As of October 29, ONEQ was up 12.76% year to date and 9.66% over one year, while QQQ gained 14.75% and 10.87%. QQQ is far larger and trades much more heavily, so ONEQ receives less attention. The article flags risks from concentration in a few stocks, bid-ask spreads and possible fund closure, and the author believes ONEQ suits buy-and-hold investors while QQQ fits frequent traders better.
Related markets
Latest news
- Securities firm reveals 8 notable stocks suitable for investing in November
MBS says the market could see a technical rebound after two consecutive monthly declines in September and October, noting that November has risen in 70% of the past 10 years, with an average gain of 3.8%. The VN-Index is still 51.78 points (3.1%) above its October low, but many sectors have fallen below that bottom, and excluding Vingroup-linked stocks, the rest of the market has already broken it. The report lists eight stocks, including HPG, MWG, TCB, VCB, STB, VHM, GVR and TCX, which MBS sees as having factors supporting business performance through late 2026 and beyond. Hòa Phát (HPG) posted Q3 2026 net profit of 8,217 billion VND, up 106% year on year; Techcombank (TCB) reported pre-tax profit of 10,375 billion VND, up 25.8%; and Vinhomes (VHM) saw Q3 revenue and net profit rise 420% and 453%.
- Why investors are dumping tech stocks, in one image
The article argues that tech stocks are falling for fundamental reasons: free cash flow at Big Tech leaders is drying up while capital expenditure rises sharply, leading investors to question whether this ratio is out of line with more realistic AI growth projections. According to The Kobeissi Letter, combined capex at Amazon, Alphabet, Meta and Microsoft rose $36.9 billion in the third quarter to $201.9 billion, more than doubling over 12 months and up 356% since the first quarter of 2024. Combined free cash flow of the four fell $33.1 billion to a negative $26.4 billion, its lowest on record, and only Microsoft reported positive free cash flow. The strategists estimate the companies will spend another $232 billion on capex in the fourth quarter, and that Big Tech has spent $1.6 trillion on capex over the last three years. The AI trade slid on Friday, wiping out more than $1 trillion in market value.
- Silver prices today, Monday, November 2, 2026: Silver prices slide, opening at the lowest level since November 7, 2025
Silver December futures opened at $49.20 per ounce on Monday, November 2, 2026, down 0.2% from Friday's close, and traded at $50.25 by 7:21 a.m. ET. Versus the opening price, silver is down 9.1% over one week and 20.1% over one month, its largest monthly decline since September, and up just 1.6% year over year, the smallest annual gain since the daily series began. The article notes silver's year-over-year growth was 173.3% on May 14. It also explains options for investing in silver: physical bullion and coins, which involve storage, security, insurance and dealer markups, and silver ETFs, which trade through brokerage accounts but may be taxed as collectibles and carry expense ratios.
- Meet the Spectacular Vanguard ETF With 44.6% of Its Portfolio Parked in Nvidia, Alphabet, Apple, and Microsoft
The Vanguard Morningstar Mega Cap Growth ETF (MGK) tracks an index of 52 of America's most valuable growth companies, which together are worth almost as much as the other 3,424 companies in the Morningstar US Total Market index. Nvidia, Alphabet, Apple and Microsoft, with a combined market capitalization of $17.6 trillion, make up 44.6% of the fund's portfolio, and the article links them to AI efforts such as Nvidia's Vera Rubin GPU systems and Microsoft's Copilot. Since January 2023, these four stocks have a median return of 195%, although AI stocks have recently pulled back. The ETF has delivered a compound annual return of 13.8% since 2007, versus 10.9% for the S&P 500, but the article notes its concentration in 52 stocks means diversification may help reduce downside risk. In the article's example, $20,000 in an S&P 500 fund in 2007 would be worth $142,800 today, while putting $10,000 into each of the S&P 500 and this ETF would have reached $188,000.
- Cloud Numbers Are In; This Week the Spotlight Moves to Phones, Laptops and Chips
Microsoft, Alphabet and Amazon reported third-quarter results last week, with next-session share moves ranging from a fractional dip to a double-digit drop. Attention now turns to consumer hardware, with Apple reporting fourth-quarter results on Monday, November 2, and Qualcomm reporting on Wednesday, November 4, after the close. Purchases of property and equipment rose sharply: Microsoft $39.4 billion (vs. $19.4 billion), Alphabet $51.4 billion (vs. $24.0 billion) and Amazon $77.3 billion (vs. $35.1 billion), and Amazon still expects about $220 billion in 2026 cash capital expenditures. The article notes rising semiconductor input costs, which Qualcomm said it is reflecting in product pricing, and that Apple's June-quarter gross margin of 50.1 percent included about 2 percentage points from tariff refunds.
- Revival Gold Advances Pre-Feasibility Study and Permitting Work at Mercur, Utah's Largest Primary Gold Development Project
Revival Gold has completed about 24 kilometer of resource delineation drilling at Mercur in Utah over 18 months to upgrade Inferred resources to the Measured & Indicated category. Its consultants are updating resource models and a geometallurgical model, and 18 column leach tests supporting the PFS have been completed, with full results expected later this month. Another 11 column leach tests, using four new composites, are expected to report in Q1 2027. A trade-off study favored the Main Mercur heap leach site over West Mercur for more favorable geotechnical conditions and shorter ore haulage distances, though the site is more constrained. The company targets an updated MRE, a PFS and a possible Notice of Intention to revise the LMO permit by the end of Q1 2027.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.