Compare · 4 funds side by side · dividends reinvested

ISCG, IVV, SPY and QQQ

ISCGiShares×IVViShares×SPYSPDR×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

ISCG, IVV, SPY and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

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%$778B2.4

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$967M2.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B3.3

Rank among the four1st → 4thFee, 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: ISCG 2004 · IVV 2000 · SPY 1993 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$12,106

ISCG

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

ISCGMeasureIVV

+11.8%Year to dateJan 1 → Nov 9+11.3%

+14.9%1 yearTotal return+13.6%

+19.6%3 years · per year$10,000 became $17,100 · $18,159+22.0%

+3.9%5 years · per year$10,000 became $12,106 · $17,545+11.9%

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

0.65%Trailing 12-mo yield$65 · $111 a year on $10k1.11%

−11.4%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer13.8%

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

2–6IVV wins

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

More Ways to See the Pairs

ISCG vs IVV: Top 5 Holdings

Today

ISCG

3.8%in top 5

IVV

in top 527.8%

ISCGStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.7%

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

ISCG vs IVV Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

ISCGIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: ISCG vs IVV

YTD

iSharesISCG

+11.8%

IVViShares

+11.3%

+11.8%Year to date+11.3%

−11.4%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y13.8%

0.6%Yield1.1%

$967MAssets$875B

3–1IVV wins

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

Cost, Income and Risk

Fees: ISCG, IVV, SPY, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ISCG0.06%$6

SPY0.09%$9

QQQ0.18%$18

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

Yields: ISCG, IVV, SPY, QQQ

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

ISCG0.65%$65

QQQ0.46%$46

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

QQQ$46 − $18 = $28

KeptFee

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

Overlap: ISCG, IVV, SPY, QQQ

Today

99.9%most shared, IVV and SPY

ISCGIVVSPYQQQ

ISCG—0.7%0.7%0.0%

IVV0.7%—99.9%52.4%

SPY0.7%99.9%—52.4%

QQQ0.0%52.4%52.4%—

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

Return vs Bumpiness: 4 ETFs

+14.9%ISCG, at 18.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

ISCGWorst drop−11.4%18.8% 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

IVVISCG

+11.3%Year to date+11.8%

1.1%Yield0.6%

+13.6%Past year+14.9%

0.03%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026