Compare · 3 funds side by side · dividends reinvested

IAK, VOO and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,457IAK · best of the three

02 / 04

IAK, VOO and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Insurance ETFSectors · Financials0.37%2.38%+12.4%+21.6%+20.2%+14.2%−10.5%16.1%$479M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+11.9%+9.4%+26.4%+13.2%−11.7%20.3%$461B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: IAK 2006 · VOO 2010 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $479M$19,457

IAK

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

IAKMeasureVOO

+12.4%Year to dateJan 1 → Nov 3+11.5%

+21.6%1 yearTotal return+11.9%

+20.2%3 years · per year$10,000 became $17,366 · $19,094+24.1%

+14.2%5 years · per year$10,000 became $19,457 · $17,749+12.2%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

2.38%Trailing 12-mo yield$238 · $107 a year on $10k1.07%

−10.5%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

IAK vs VOO: Top 5 Holdings

Today

IAK

46.6%in top 5

VOO

in top 528.3%

IAKStockVOO

13.7%PGRnot top 5

13.1%CBnot top 5

8.4%TRVnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

6.7%ALLnot top 5

not top 5MSFT5.8%

4.6%AFLnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.1%

End-of-day Nov 3, 2026 · share of each fund

IAK vs VOO Returns, Every Period

iSharesIAK

+14.2%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

IAKVOOFaded: behind in that period

3–1IAK wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: IAK vs VOO

YTD

iSharesIAK

+12.4%

VOOVanguard

+11.5%

+12.4%Year to date+11.5%

−10.5%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y12.7%

2.4%Yield1.1%

$479MAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAK, VOO, QQQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QQQ0.18%$18

IAK0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IAK, VOO, QQQ

2.38%highest, IAK

FundTrailing yieldYield$10k

IAK2.38%$238

VOO1.07%$107

QQQ0.45%$45

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$201most kept, IAK

IAK$238 − $37 = $201

VOO$107 − $3 = $104

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IAK, VOO, QQQ

Today

55.2%most shared, VOO and QQQ

IAKVOOQQQ

IAK—1.1%0.0%

VOO1.1%—55.2%

QQQ0.0%55.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.6%IAK, at 16.1% volatility

VOOWorst drop−8.9%12.7% vol

IAKWorst drop−10.5%16.1% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IAKQQQ

+12.4%Year to date+11.9%

2.4%Yield0.5%

+21.6%Past year+9.4%

0.37%Fee0.18%

3–1IAK wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

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

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026