Compare · 3 funds side by side · dividends reinvested

CHAT, IVV and QQQ

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

02 / 04

CHAT, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.36%+21.0%+16.5%+39.6%[…]−37.3%44.3%$1.4B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CHAT 2023 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Generative AI & Technology ETF · $1.4B[…]

CHAT

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

CHATMeasureIVV

+21.0%Year to dateJan 1 → Nov 9+11.3%

+16.5%1 yearTotal return+13.6%

+39.6%3 years · per year$10,000 became $27,201 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

2.36%Trailing 12-mo yield$236 · $111 a year on $10k1.11%

−37.3%Worst dropSmaller is better−8.9%

44.3%VolatilityLower is calmer13.8%

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

4–3CHAT wins

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

More Ways to See the Pairs

CHAT vs IVV: Top 5 Holdings

Today

CHAT

31.5%in top 5

IVV

in top 527.8%

CHATStockIVV

8.0%NVDA7.1%

not top 5AAPL7.9%

6.7%GOOGL2.6%

6.3%MSFT6.2%

5.7%AMZN4.0%

4.8%METAnot top 5

Held in common28.7%

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

CHAT vs IVV Returns, Every Period

RoundhillCHAT

+16.5%

past year

IVViShares

+13.6%

past year

CHATIVVFaded: behind in that period

3–0CHAT wins

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

Thematic vs Core: CHAT vs IVV

YTD

RoundhillCHAT

+21.0%

IVViShares

+11.3%

+21.0%Year to date+11.3%

−37.3%Worst drop · 1Y−8.9%

44.3%Volatility · 1Y13.8%

2.4%Yield1.1%

$1.4BAssets$875B

2–2level

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

Cost, Income and Risk

Fees: CHAT, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

CHAT0.75%$75

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

Yields: CHAT, IVV, QQQ

2.36%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.36%$236

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$161most kept, CHAT

CHAT$236 − $75 = $161

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: CHAT, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

CHATIVVQQQ

CHAT—28.7%43.4%

IVV28.7%—52.4%

QQQ43.4%52.4%—

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

Return vs Bumpiness: 3 ETFs

+16.5%CHAT, at 44.3% volatility

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.5% vol

CHATWorst drop−37.3%44.3% vol

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

Paid More vs Made More

YTD

CHATIVV

+21.0%Year to date+11.3%

2.4%Yield1.1%

+16.5%Past year+13.6%

0.75%Fee0.03%

3–1CHAT 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