Compare · 3 funds side by side · dividends reinvested

IVV, DVAL and QQQ

IVViShares×DVALFranklin Templeton×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

IVV, DVAL and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$469B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · DVAL 2006 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureDVAL

+8.4%Year to dateJan 1 → Nov 5+13.0%

+9.7%1 yearTotal return+15.8%

+22.1%3 years · per year$10,000 became $18,221 · $15,457+15.6%

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $49 a year on $10k · lower is better0.49%

1.14%Trailing 12-mo yield$114 · $515 a year on $10k5.15%

−8.9%Worst dropSmaller is better−6.2%

13.6%VolatilityLower is calmer10.4%

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

2–5DVAL wins

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

More Ways to See the Pairs

IVV vs DVAL: Top 5 Holdings

Today

IVV

27.7%in top 5

DVAL

in top 5[…]

IVVStockDVAL

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IVV vs DVAL Returns, Every Period

iSharesIVV

+9.7%

past year

DVALFranklin Templeton

+15.8%

past year

IVVDVALFaded: behind in that period

1–2DVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs International: IVV vs DVAL

YTD

iSharesIVV

+8.4%

DVALFranklin Templeton

+13.0%

+8.4%Year to date+13.0%

−8.9%Worst drop · 1Y−6.2%

13.6%Volatility · 1Y10.4%

1.1%Yield5.2%

$850BAssets$59.8M

4–0DVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, DVAL, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

DVAL0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, DVAL, QQQ

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

IVV1.14%$114

QQQ0.48%$48

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, DVAL, QQQ

Today

52.8%most shared, IVV and QQQ

IVVDVALQQQ

IVV—[…]52.8%

DVAL[…]—[…]

QQQ52.8%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DVALIVV

+13.0%Year to date+8.4%

5.2%Yield1.1%

+15.8%Past year+9.7%

0.49%Fee0.03%

3–1DVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026