Compare · 3 funds side by side · dividends reinvested

AFIF, QQQ and IVV

AFIFHorizon Funds×QQQInvesco×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,871QQQ · best of the three

02 / 04

AFIF, 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%$875B1.6

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

Anfield Universal Fixed Income ETFBonds & Cash · Core aggregate0.85%4.19%+1.8%+2.6%+6.2%+3.8%−1.6%2.6%$698M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: AFIF 2018 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Anfield Universal Fixed Income ETF · $698M$11,959

AFIF

QQQ

Invesco QQQ Trust, Series 1 · $446B$17,871

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFIFMeasureQQQ

+1.8%Year to dateJan 1 → Nov 10+11.0%

+2.6%1 yearTotal return+11.6%

+6.2%3 years · per year$10,000 became $11,969 · $19,011+23.9%

+3.8%5 years · per year$10,000 became $12,062 · $18,068+12.6%

0.85%Expense ratio$85 · $18 a year on $10k · lower is better0.18%

4.19%Trailing 12-mo yield$419 · $46 a year on $10k0.46%

−1.6%Worst dropSmaller is better−14.8%

2.6%VolatilityLower is calmer21.5%

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

3–5QQQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFIF vs QQQ: Top 5 Holdings

Today

AFIF

4.2%in top 5

QQQ

in top 530.8%

AFIFStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.1%

not top 5MSFT6.7%

not top 5AMZN4.8%

not top 5AMD3.8%

2.1%LMBSnot top 5

2.1%IGSBnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

AFIF vs QQQ Returns, Every Period

Horizon FundsAFIF

+3.8%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

AFIFQQQFaded: behind in that period

0–4QQQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Core: AFIF vs IVV

YTD

Horizon FundsAFIF

+1.8%

IVViShares

+11.3%

+1.8%Year to date+11.3%

−1.6%Worst drop · 1Y−8.9%

2.6%Volatility · 1Y13.8%

4.2%Yield1.1%

$698MAssets$875B

3–1AFIF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFIF, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

AFIF0.85%$85

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

Yields: AFIF, QQQ, IVV

4.19%highest, AFIF

FundTrailing yieldYield$10k

AFIF4.19%$419

IVV1.11%$111

QQQ0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$334most kept, AFIF

AFIF$419 − $85 = $334

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AFIF, QQQ, IVV

Today

52.5%most shared, QQQ and IVV

AFIFQQQIVV

AFIF—0.0%0.0%

QQQ0.0%—52.5%

IVV0.0%52.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

AFIFWorst drop−1.6%2.6% vol

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

AFIFIVV

+1.8%Year to date+11.3%

4.2%Yield1.1%

+2.6%Past year+13.6%

0.85%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 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 10, 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 10, 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 10, 2026