Compare · 3 funds side by side · dividends reinvested

IJS, SPY 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

IJS, SPY and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.5B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: IJS 2000 · SPY 1993 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,632

IJS

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

IJSMeasureSPY

+18.9%Year to dateJan 1 → Nov 9+11.2%

+24.5%1 yearTotal return+13.5%

+17.5%3 years · per year$10,000 became $16,208 · $18,118+21.9%

+6.4%5 years · per year$10,000 became $13,632 · $17,493+11.8%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

1.38%Trailing 12-mo yield$138 · $101 a year on $10k1.01%

−9.3%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.7%

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

3–5SPY wins

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

More Ways to See the Pairs

IJS vs SPY: Top 5 Holdings

Today

IJS

4.8%in top 5

SPY

in top 527.8%

IJSStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%EPAMnot top 5

0.9%JXNnot top 5

Held in common0.0%

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

IJS vs SPY Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

IJSSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: IJS vs SPY

YTD

iSharesIJS

+18.9%

SPYSPDR

+11.2%

+18.9%Year to date+11.2%

−9.3%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.7%

1.4%Yield1.0%

$7.5BAssets$778B

2–2level

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

Cost, Income and Risk

Fees: IJS, SPY, QQQ

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IJS0.18%$18

QQQ0.18%$18

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

Yields: IJS, SPY, QQQ

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

SPY1.01%$101

QQQ0.46%$46

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

Income After Fees on $10,000

$120most kept, IJS

IJS$138 − $18 = $120

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IJS, SPY, QQQ

Today

52.4%most shared, SPY and QQQ

IJSSPYQQQ

IJS—0.0%0.0%

SPY0.0%—52.4%

QQQ0.0%52.4%—

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

Return vs Bumpiness: 3 ETFs

+24.5%IJS, at 16.3% volatility

SPYWorst drop−8.9%13.7% vol

IJSWorst drop−9.3%16.3% 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

IJSSPY

+18.9%Year to date+11.2%

1.4%Yield1.0%

+24.5%Past year+13.5%

0.18%Fee0.09%

3–1IJS 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

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026