Compare · 3 funds side by side · dividends reinvested

ISCG, QQQ and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

ISCG, QQQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M2.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: ISCG 2004 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$12,768

ISCG

QQQ

Invesco QQQ Trust, Series 1 · $465B$18,763

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

ISCGMeasureQQQ

+12.3%Year to dateJan 1 → Nov 4+13.0%

+13.0%1 yearTotal return+10.0%

+21.2%3 years · per year$10,000 became $17,783 · $20,153+26.3%

+5.0%5 years · per year$10,000 became $12,768 · $18,763+13.4%

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

0.65%Trailing 12-mo yield$65 · $45 a year on $10k0.45%

−11.4%Worst dropSmaller is better−11.7%

18.0%VolatilityLower is calmer20.3%

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

5–3ISCG wins

End-of-day Nov 4, 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

4.1%in top 5

QQQ

in top 531.2%

ISCGStockQQQ

not top 5NVDA8.1%

not top 5AAPL7.9%

not top 5MSFT6.3%

not top 5AMZN4.4%

not top 5MU4.4%

1.1%OKTAnot top 5

1.0%TEAMnot top 5

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ISCG vs QQQ Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

QQQInvesco

+13.4%

5 years, per year

ISCGQQQFaded: behind in that period

1–3QQQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ISCG vs IVV

YTD

iSharesISCG

+12.3%

IVViShares

+13.4%

+12.3%Year to date+13.4%

−11.4%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y12.9%

0.6%Yield1.1%

$974MAssets$887B

4–0IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ISCG0.06%$6

QQQ0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISCG, QQQ, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

ISCG0.65%$65

QQQ0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

ISCG$65 − $6 = $59

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISCG, QQQ, IVV

Today

52.8%most shared, QQQ and IVV

ISCGQQQIVV

ISCG—0.0%0.7%

QQQ0.0%—52.8%

IVV0.7%52.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

ISCGWorst drop−11.4%18.0% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVQQQ

+13.4%Year to date+13.0%

1.1%Yield0.4%

+13.5%Past year+10.0%

0.03%Fee0.18%

4–0IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026