Compare · 3 funds side by side · dividends reinvested

FTLS, IVV and QQQ

FTLSFirst Trust×IVViShares×QQQInvesco×

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

02 / 04

FTLS, 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.1

First Trust Long/Short Equity ETFUnsorted0.95%0.90%+5.0%+4.6%+12.8%+9.2%−5.2%8.5%$2.6B2.4

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: FTLS 2014 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long/Short Equity ETF · $2.6B$15,549

FTLS

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 48.4% in common

FTLSMeasureIVV

+5.0%Year to dateJan 1 → Nov 6+8.7%

+4.6%1 yearTotal return+9.8%

+12.8%3 years · per year$10,000 became $14,350 · $18,084+21.8%

+9.2%5 years · per year$10,000 became $15,549 · $17,177+11.4%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $114 a year on $10k1.14%

−5.2%Worst dropSmaller is better−8.9%

8.5%VolatilityLower is calmer13.6%

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

2–6IVV wins

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

More Ways to See the Pairs

FTLS vs IVV: Top 5 Holdings

Today

FTLS

25.2%in top 5

IVV

in top 527.8%

FTLSStockIVV

6.8%AAPL7.9%

6.1%NVDA6.9%

5.1%MSFT6.3%

4.0%GOOGL2.6%

3.2%AMZN4.0%

Held in common48.4%

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

FTLS vs IVV Returns, Every Period

First TrustFTLS

+9.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

FTLSIVVFaded: behind in that period

0–4IVV wins

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

Unsorted vs Core: FTLS vs IVV

YTD

First TrustFTLS

+5.0%

IVViShares

+8.7%

+5.0%Year to date+8.7%

−5.2%Worst drop · 1Y−8.9%

8.5%Volatility · 1Y13.6%

0.9%Yield1.1%

$2.6BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: FTLS, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

FTLS0.95%$95

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

Yields: FTLS, IVV, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

FTLS0.90%$90

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

QQQ$47 − $18 = $29

FTLS$90 − $95 = −$5

KeptFee

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

Overlap: FTLS, IVV, QQQ

Today

52.1%most shared, IVV and QQQ

FTLSIVVQQQ

FTLS—48.4%38.3%

IVV48.4%—52.1%

QQQ38.3%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

FTLSWorst drop−5.2%8.5% 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%

$178BAssets$778B

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

$103BAssets$446B

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$853B

0–0level

End-of-day Nov 6, 2026