Compare · 3 funds side by side · dividends reinvested

IVV, ACIO 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

IVV, ACIO 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%$875B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−6.6%9.9%$2.3B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · ACIO 2019 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,189

$10,000 five years ago, dividends reinvested · they hold 74.8% in common

IVVMeasureACIO

+11.3%Year to dateJan 1 → Nov 9+6.1%

+13.6%1 yearTotal return+6.7%

+22.0%3 years · per year$10,000 became $18,159 · $15,169+14.9%

+11.9%5 years · per year$10,000 became $17,545 · $15,189+8.7%

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

1.11%Trailing 12-mo yield$111 · $39 a year on $10k0.39%

−8.9%Worst dropSmaller is better−6.6%

13.8%VolatilityLower is calmer9.9%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs ACIO: Top 5 Holdings

Today

IVV

27.8%in top 5

ACIO

in top 529.8%

IVVStockACIO

7.9%AAPL7.8%

7.1%NVDA7.1%

6.2%MSFT6.2%

not top 5GOOG4.7%

4.0%AMZN4.0%

2.6%GOOGLnot top 5

Held in common74.8%

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

IVV vs ACIO Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

ACIOAptus

+8.7%

5 years, per year

IVVACIOFaded: behind in that period

4–0IVV wins

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

IVV vs QQQ

YTD

iSharesIVV

+11.3%

QQQInvesco

+11.0%

+11.3%Year to date+11.0%

−8.9%Worst drop · 1Y−14.8%

13.8%Volatility · 1Y21.5%

1.1%Yield0.5%

$875BAssets$446B

4–0IVV wins

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

Cost, Income and Risk

Fees: IVV, ACIO, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

ACIO0.79%$79

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

Yields: IVV, ACIO, QQQ

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

QQQ0.46%$46

ACIO0.39%$39

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: IVV, ACIO, QQQ

Today

74.8%most shared, IVV and ACIO

IVVACIOQQQ

IVV—74.8%52.4%

ACIO74.8%—51.3%

QQQ52.4%51.3%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

ACIOWorst drop−6.6%9.9% vol

IVVWorst drop−8.9%13.8% 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

IVVQQQ

+11.3%Year to date+11.0%

1.1%Yield0.5%

+13.6%Past year+11.6%

0.03%Fee0.18%

4–0IVV 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

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