Compare · 3 funds side by side · dividends reinvested

ISCG, IVV and QQQ

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

02 / 04

ISCG, 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%$853B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.5

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: ISCG 2004 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

ISCG

QQQ

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

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

ISCGMeasureQQQ

+7.9%Year to dateJan 1 → Nov 6+7.2%

+9.1%1 yearTotal return+5.8%

+18.9%3 years · per year$10,000 became $16,813 · $18,694+23.2%

+3.6%5 years · per year$10,000 became $11,960 · $17,509+11.9%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

0.67%Trailing 12-mo yield$67 · $47 a year on $10k0.47%

−11.4%Worst dropSmaller is better−14.8%

18.5%VolatilityLower is calmer21.3%

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

6–2ISCG wins

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

More Ways to See the Pairs

ISCG vs QQQ: Top 5 Holdings

Today

ISCG

4.0%in top 5

QQQ

in top 531.6%

ISCGStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

1.0%TEAMnot top 5

1.0%OKTAnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.0%

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

ISCG vs QQQ Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

ISCGQQQFaded: behind in that period

2–2Level

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

Stocks vs Core: ISCG vs IVV

YTD

iSharesISCG

+7.9%

IVViShares

+8.7%

+7.9%Year to date+8.7%

−11.4%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.6%

0.7%Yield1.1%

$934MAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: ISCG, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ISCG0.06%$6

QQQ0.18%$18

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

Yields: ISCG, IVV, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

ISCG0.67%$67

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

ISCG$67 − $6 = $61

QQQ$47 − $18 = $29

KeptFee

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

Overlap: ISCG, IVV, QQQ

Today

52.1%most shared, IVV and QQQ

ISCGIVVQQQ

ISCG—0.7%0.0%

IVV0.7%—52.1%

QQQ0.0%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

IVVWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.5% 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

IVVISCG

+8.7%Year to date+7.9%

1.1%Yield0.7%

+9.8%Past year+9.1%

0.03%Fee0.06%

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$853B

0–0level

End-of-day Nov 6, 2026