Compare · 3 funds side by side · dividends reinvested

AFOS, IVV and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

AFOS, IVV and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$469B2.0

ARS Focused Opportunity Strategy ETFUnsorted0.46%0.26%+15.1%+22.9%[…][…]−16.5%24.6%$269M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: AFOS 2025 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

ARS Focused Opportunity Strategy ETF · $269M[…]

AFOS

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

AFOSMeasureIVV

+15.1%Year to dateJan 1 → Nov 5+8.4%

+22.9%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.46%Expense ratio$46 · $3 a year on $10k · lower is better0.03%

0.26%Trailing 12-mo yield$26 · $114 a year on $10k1.14%

−16.5%Worst dropSmaller is better−8.9%

24.6%VolatilityLower is calmer13.6%

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

2–4IVV wins

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

More Ways to See the Pairs

AFOS vs IVV: Top 5 Holdings

Today

AFOS

21.5%in top 5

IVV

in top 527.7%

AFOSStockIVV

not top 5AAPL7.7%

4.3%NVDA7.3%

4.3%MSFT6.2%

4.6%NEMnot top 5

4.3%MPCnot top 5

4.0%GOOGL2.6%

not top 5AMZN3.9%

Held in common22.4%

End-of-day Nov 5, 2026 · share of each fund

AFOS vs IVV Returns, Every Period

ARSAFOS

+22.9%

past year

IVViShares

+9.7%

past year

AFOSIVVFaded: behind in that period

2–0AFOS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: AFOS vs IVV

YTD

ARSAFOS

+15.1%

IVViShares

+8.4%

+15.1%Year to date+8.4%

−16.5%Worst drop · 1Y−8.9%

24.6%Volatility · 1Y13.6%

0.3%Yield1.1%

$269MAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFOS, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

AFOS0.46%$46

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFOS, IVV, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

QQQ0.48%$48

AFOS0.26%$26

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

AFOS$26 − $46 = −$20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AFOS, IVV, QQQ

Today

52.8%most shared, IVV and QQQ

AFOSIVVQQQ

AFOS—22.4%22.5%

IVV22.4%—52.8%

QQQ22.5%52.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%AFOS, at 24.6% volatility

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

AFOSWorst drop−16.5%24.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAFOS

+8.4%Year to date+15.1%

1.1%Yield0.3%

+9.7%Past year+22.9%

0.03%Fee0.46%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026