Compare · 3 funds side by side · dividends reinvested

IVV, SHM and QQQ

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,779QQQ · best of the three

Story of the three · IncomeMost incomeSHM · 2.71% · $271 a year on $10k

Story of the three · RiskSmallest drop

IVV, SHM and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+12.4%+11.2%+23.4%+12.2%−14.8%21.6%$474B2.0

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.71%+1.0%+1.5%+3.0%+1.0%−2.7%1.8%$3.5B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · SHM 2007 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $879B$17,398

IVV

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,526

$10,000 five years ago, dividends reinvested

IVVMeasure

More Ways to See the Pairs

IVV vs SHM: Top 5 Holdings

Today

IVV

26.8%in top 5

SHM

in top 5[…]

IVVStockSHM

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, SHM, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

SHM0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, SHM, QQQ

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.4%

QQQInvesco

+12.4%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SHM

+12.0%Year to dateJan 1 → Nov 12+1.0%

+12.2%1 yearTotal return+1.5%

+21.7%3 years · per year$10,000 became $18,019 · $10,916+3.0%

+11.7%5 years · per year$10,000 became $17,398 · $10,526+1.0%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.10%Trailing 12-mo yield$110 · $271 a year on $10k2.71%

−8.9%Worst dropSmaller is better−2.7%

13.7%VolatilityLower is calmer1.8%

IVVSHM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

IVV vs SHM Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

SHMSPDR

+1.0%

5 years, per year

IVVSHMFaded: behind in that period

4–0IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs SHM

YTD

iSharesIVV

+12.0%

SHMSPDR

+1.0%

+12.0%Year to date+1.0%

−8.9%Worst drop · 1Y−2.7%

13.7%Volatility · 1Y1.8%

1.1%Yield2.7%

$879BAssets$3.5B

3–1SHM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

2.71%highest, SHM

FundTrailing yieldYield$10k

SHM2.71%$271

IVV1.10%$110

QQQ0.45%$45

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$251most kept, SHM

SHM$271 − $20 = $251

IVV$110 − $3 = $107

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, SHM, QQQ

Today

52.5%most shared, IVV and QQQ

IVVSHMQQQ

IVV—[…]52.5%

SHM[…]—[…]

QQQ52.5%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

SHMWorst drop−2.7%1.8% vol

IVVWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SHMQQQ

+1.0%Year to date+12.4%

2.7%Yield0.4%

+1.5%Past year+11.2%

0.20%Fee0.18%

3–1QQQ wins

End-of-day Nov 12, 2026

Year to date

+12.4%

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

$109BAssets$474B

1–0QQQM wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

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IVV, SHM and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three