Compare · 3 funds side by side · dividends reinvested

ACIO, QQQ and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,068QQQ · best of the three

02 / 04

ACIO, QQQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−6.6%9.9%$2.3B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: ACIO 2019 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$15,189

ACIO

QQQ

Invesco QQQ Trust, Series 1 · $446B$18,068

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

ACIOMeasureQQQ

+6.1%Year to dateJan 1 → Nov 9+11.0%

+6.7%1 yearTotal return+11.6%

+14.9%3 years · per year$10,000 became $15,169 · $19,011+23.9%

+8.7%5 years · per year$10,000 became $15,189 · $18,068+12.6%

0.79%Expense ratio$79 · $18 a year on $10k · lower is better0.18%

0.39%Trailing 12-mo yield$39 · $46 a year on $10k0.46%

−6.6%Worst dropSmaller is better−14.8%

9.9%VolatilityLower is calmer21.5%

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

2–6QQQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs QQQ: Top 5 Holdings

Today

ACIO

29.8%in top 5

QQQ

in top 531.4%

ACIOStockQQQ

7.8%AAPL8.5%

7.1%NVDA7.7%

6.2%MSFT6.7%

4.0%AMZN4.8%

4.7%GOOGnot top 5

not top 5MU3.7%

Held in common51.3%

End-of-day Nov 9, 2026 · share of each fund

ACIO vs QQQ Returns, Every Period

AptusACIO

+8.7%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

ACIOQQQFaded: behind in that period

0–4QQQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: ACIO vs IVV

YTD

AptusACIO

+6.1%

IVViShares

+11.3%

+6.1%Year to date+11.3%

−6.6%Worst drop · 1Y−8.9%

9.9%Volatility · 1Y13.8%

0.4%Yield1.1%

$2.3BAssets$875B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

ACIO0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ACIO, QQQ, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

QQQ0.46%$46

ACIO0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, QQQ, IVV

Today

74.8%most shared, ACIO and IVV

ACIOQQQIVV

ACIO—51.3%74.8%

QQQ51.3%—52.4%

IVV74.8%52.4%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

ACIOWorst drop−6.6%9.9% vol

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVQQQ

+11.3%Year to date+11.0%

1.1%Yield0.5%

+13.6%Past year+11.6%

0.03%Fee0.18%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026