Compare · 3 funds side by side · dividends reinvested

CSM, QQQ and IVV

CSMProShares×QQQInvesco×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

CSM, 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%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSM 2009 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$16,787

CSM

QQQ

Invesco QQQ Trust, Series 1 · $469B$17,509

$10,000 five years ago, dividends reinvested · they hold 33.6% in common

CSMMeasureQQQ

+6.7%Year to dateJan 1 → Nov 6+7.2%

+9.1%1 yearTotal return+5.8%

+21.9%3 years · per year$10,000 became $18,102 · $18,694+23.2%

+10.9%5 years · per year$10,000 became $16,787 · $17,509+11.9%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

1.08%Trailing 12-mo yield$108 · $47 a year on $10k0.47%

−9.4%Worst dropSmaller is better−14.8%

13.2%VolatilityLower is calmer21.3%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs QQQ: Top 5 Holdings

Today

CSM

19.9%in top 5

QQQ

in top 531.6%

CSMStockQQQ

5.1%AAPL8.7%

4.6%NVDA7.6%

4.0%MSFT6.9%

2.9%AMZN4.9%

not top 5MU3.5%

3.2%IQMMnot top 5

Held in common33.6%

End-of-day Nov 6, 2026 · share of each fund

CSM vs QQQ Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

CSMQQQFaded: behind in that period

1–3QQQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSM vs IVV

YTD

ProSharesCSM

+6.7%

IVViShares

+8.7%

+6.7%Year to date+8.7%

−9.4%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

1.1%Yield1.1%

$499MAssets$850B

2–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

CSM0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSM, QQQ, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CSM1.08%$108

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CSM$108 − $45 = $63

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSM, QQQ, IVV

Today

55.9%most shared, CSM and IVV

CSMQQQIVV

CSM—33.6%55.9%

QQQ33.6%—52.1%

IVV55.9%52.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

CSMWorst drop−9.4%13.2% vol

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVQQQ

+8.7%Year to date+7.2%

1.1%Yield0.5%

+9.8%Past year+5.8%

0.03%Fee0.18%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026