Compare · 3 funds side by side · dividends reinvested

IVV, DFEN and QQQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,317DFEN · best of the three

Story of the three · IncomeMost incomeDFEN · 10.36% · $1,036 a year on $10k

Story of the three · RiskSmallest drop

IVV, DFEN and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+12.8%+11.3%+23.9%+12.6%−14.8%21.6%$464B2.0

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%10.36%−15.0%−13.0%+56.5%+27.2%−55.5%72.5%$290M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · DFEN 2017 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,530

IVV

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares · $290M$33,317

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

IVVMeasure

More Ways to See the Pairs

IVV vs DFEN: Top 5 Holdings

Today

IVV

26.9%in top 5

DFEN

in top 510.9%

IVVStockDFEN

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

not top 5GE4.3%

4.1%AMZNnot top 5

Cost, Income and Risk

Fees: IVV, DFEN, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

DFEN0.96%$96

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IVV, DFEN, QQQ

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.8%

QQQInvesco

+12.8%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

DFEN

+12.3%Year to dateJan 1 → Nov 11−15.0%

+12.7%1 yearTotal return−13.0%

+21.9%3 years · per year$10,000 became $18,122 · $38,359+56.5%

+11.9%5 years · per year$10,000 became $17,530 · $33,317+27.2%

0.03%Expense ratio$3 · $96 a year on $10k · lower is better0.96%

1.10%Trailing 12-mo yield$110 · $1,036 a year on $10k10.36%

−8.9%Worst dropSmaller is better−55.5%

13.7%VolatilityLower is calmer72.5%

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

5–3IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RTX3.3%

2.6%GOOGLnot top 5

not top 5BA1.3%

not top 5LMT1.0%

not top 5TDG1.0%

Held in common2.1%

End-of-day Nov 11, 2026 · share of each fund

IVV vs DFEN Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

DFENDirexion

+27.2%

5 years, per year

IVVDFENFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Leveraged: IVV vs DFEN

YTD

iSharesIVV

+12.3%

DFENDirexion

−15.0%

+12.3%Year to date−15.0%

−8.9%Worst drop · 1Y−55.5%

13.7%Volatility · 1Y72.5%

1.1%Yield10.4%

$872BAssets$290M

3–1IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

10.36%highest, DFEN

FundTrailing yieldYield$10k

DFEN10.36%$1,036

IVV1.10%$110

QQQ0.45%$45

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$940most kept, DFEN

DFEN$1,036 − $96 = $940

IVV$110 − $3 = $107

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IVV, DFEN, QQQ

Today

52.3%most shared, IVV and QQQ

IVVDFENQQQ

IVV—2.1%52.3%

DFEN2.1%—0.5%

QQQ52.3%0.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

IVVWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.6% vol

DFENWorst drop−55.5%72.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFENQQQ

−15.0%Year to date+12.8%

10.4%Yield0.4%

−13.0%Past year+11.3%

0.96%Fee0.18%

3–1QQQ wins

End-of-day Nov 11, 2026

Year to date

+12.8%

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

$107BAssets$464B

1–0QQQM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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IVV, DFEN and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three