Compare · 3 funds side by side · dividends reinvested

IVV, DWM and QQQ

IVViShares×DWMWisdomTree×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

IVV, DWM and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

WisdomTree International Equity FundInternational · Ex-US broad0.48%2.74%+8.4%+14.2%+19.6%+10.1%−10.9%15.1%$651M2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−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 6, 2026 · returns include dividends · since: IVV 2000 · DWM 2006 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

DWM

WisdomTree International Equity Fund · $651M$16,205

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

IVVMeasureDWM

+8.7%Year to dateJan 1 → Nov 6+8.4%

+9.8%1 yearTotal return+14.2%

+21.8%3 years · per year$10,000 became $18,084 · $17,101+19.6%

+11.4%5 years · per year$10,000 became $17,177 · $16,205+10.1%

0.03%Expense ratio$3 · $48 a year on $10k · lower is better0.48%

1.14%Trailing 12-mo yield$114 · $274 a year on $10k2.74%

−8.9%Worst dropSmaller is better−10.9%

13.6%VolatilityLower is calmer15.1%

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

6–2IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs DWM: Top 5 Holdings

Today

IVV

27.8%in top 5

DWM

in top 56.9%

IVVStockDWM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5ROP.SW1.6%

not top 5SHEL.L1.5%

not top 5BHP.AX1.3%

not top 5HSBA.L1.3%

not top 5NOVN.SW1.2%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs DWM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DWMWisdomTree

+10.1%

5 years, per year

IVVDWMFaded: behind in that period

3–1IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs International: IVV vs DWM

YTD

iSharesIVV

+8.7%

DWMWisdomTree

+8.4%

+8.7%Year to date+8.4%

−8.9%Worst drop · 1Y−10.9%

13.6%Volatility · 1Y15.1%

1.1%Yield2.7%

$850BAssets$651M

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, DWM, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

DWM0.48%$48

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, DWM, QQQ

2.74%highest, DWM

FundTrailing yieldYield$10k

DWM2.74%$274

IVV1.14%$114

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$226most kept, DWM

DWM$274 − $48 = $226

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, DWM, QQQ

Today

52.1%most shared, IVV and QQQ

IVVDWMQQQ

IVV—0.0%52.1%

DWM0.0%—0.2%

QQQ52.1%0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.2%DWM, at 15.1% volatility

IVVWorst drop−8.9%13.6% vol

DWMWorst drop−10.9%15.1% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DWMIVV

+8.4%Year to date+8.7%

2.7%Yield1.1%

+14.2%Past year+9.8%

0.48%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026