Compare · 3 funds side by side · dividends reinvested

ISCG, QQQ and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,871QQQ · best of the three

02 / 04

ISCG, QQQ and SPY, 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%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.6

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.9%+13.1%+18.1%+3.7%−11.4%18.8%$967M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+10.2%+11.2%+23.1%+12.3%−14.8%21.6%$446B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: ISCG 2004 · QQQ 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$12,018

ISCG

QQQ

Invesco QQQ Trust, Series 1 · $446B$17,871

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

ISCGMeasureQQQ

+10.9%Year to dateJan 1 → Nov 10+10.2%

+13.1%1 yearTotal return+11.2%

+18.1%3 years · per year$10,000 became $16,491 · $18,664+23.1%

+3.7%5 years · per year$10,000 became $12,018 · $17,871+12.3%

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

0.65%Trailing 12-mo yield$65 · $46 a year on $10k0.46%

−11.4%Worst dropSmaller is better−14.8%

18.8%VolatilityLower is calmer21.6%

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

6–2ISCG wins

End-of-day Nov 10, 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

3.7%in top 5

QQQ

in top 530.8%

ISCGStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.1%

not top 5MSFT6.7%

not top 5AMZN4.8%

not top 5AMD3.8%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

ISCG vs QQQ Returns, Every Period

iSharesISCG

+3.7%

5 years, per year

QQQInvesco

+12.3%

5 years, per year

ISCGQQQFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ISCG vs SPY

YTD

iSharesISCG

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

−11.4%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y13.8%

0.7%Yield1.0%

$967MAssets$778B

3–1SPY wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, QQQ, SPY

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

SPY0.09%$9

QQQ0.18%$18

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

Yields: ISCG, QQQ, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

ISCG0.65%$65

QQQ0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ISCG, QQQ, SPY

Today

52.5%most shared, QQQ and SPY

ISCGQQQSPY

ISCG—0.0%0.7%

QQQ0.0%—52.5%

SPY0.7%52.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.1%ISCG, at 18.8% volatility

SPYWorst drop−8.9%13.8% vol

ISCGWorst drop−11.4%18.8% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SPYISCG

+10.8%Year to date+10.9%

1.0%Yield0.7%

+13.0%Past year+13.1%

0.09%Fee0.06%

3–1ISCG wins

End-of-day Nov 10, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.3%

QQQInvesco

+10.2%

+10.3%Year to date+10.2%

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

$103BAssets$446B

2–0QQQM wins

End-of-day Nov 10, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+7.9%

QQQInvesco

+10.2%

+7.9%Year to date+10.2%

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

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 10, 2026