Compare · 3 funds side by side · dividends reinvested

IJR, 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

IJR, IVV and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.3%+23.1%+17.5%+5.9%−9.7%16.4%$104B1.9

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%$853B1.9

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: IJR 2000 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,293

IJR

IVV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IJRMeasureIVV

+19.3%Year to dateJan 1 → Nov 9+8.7%

+23.1%1 yearTotal return+9.8%

+17.5%3 years · per year$10,000 became $16,241 · $18,084+21.8%

+5.9%5 years · per year$10,000 became $13,293 · $17,177+11.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

1.20%Trailing 12-mo yield$120 · $114 a year on $10k1.14%

−9.7%Worst dropSmaller is better−8.9%

16.4%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

IJR vs IVV: Top 5 Holdings

Today

IJR

2.6%in top 5

IVV

in top 527.8%

IJRStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.0%

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

IJR vs IVV Returns, Every Period

iSharesIJR

+5.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

IJRIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: IJR vs IVV

YTD

iSharesIJR

+19.3%

IVViShares

+8.7%

+19.3%Year to date+8.7%

−9.7%Worst drop · 1Y−8.9%

16.4%Volatility · 1Y13.6%

1.2%Yield1.1%

$104BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: IJR, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJR0.06%$6

QQQ0.18%$18

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

Yields: IJR, IVV, QQQ

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

IVV1.14%$114

QQQ0.46%$46

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

IVV$114 − $3 = $111

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IJR, IVV, QQQ

Today

52.1%most shared, IVV and QQQ

IJRIVVQQQ

IJR—0.0%0.0%

IVV0.0%—52.1%

QQQ0.0%52.1%—

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

Return vs Bumpiness: 3 ETFs

+23.1%IJR, at 16.4% volatility

IVVWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.4% vol

QQQWorst drop−14.8%21.5% vol

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

Paid More vs Made More

YTD

IJRQQQ

+19.3%Year to date+11.0%

1.2%Yield0.5%

+23.1%Past year+11.6%

0.06%Fee0.18%

4–0IJR 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

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026