Compare · 3 funds side by side · dividends reinvested

IVV, ESSC and QQQ

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, ESSC 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%$853B1.5

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+9.0%+12.2%[…][…]−12.5%18.3%$34M1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.4

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 · ESSC 2025 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

ESSC

Eventide Small Cap ETF · $34M[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IVVMeasureESSC

+8.7%Year to dateJan 1 → Nov 6+9.0%

+9.8%1 yearTotal return+12.2%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

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

1.14%Trailing 12-mo yield$114 · $61 a year on $10k0.61%

−8.9%Worst dropSmaller is better−12.5%

13.6%VolatilityLower is calmer18.3%

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

4–2IVV 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 ESSC: Top 5 Holdings

Today

IVV

27.8%in top 5

ESSC

in top 54.1%

IVVStockESSC

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 5RRC0.8%

not top 5ASB0.8%

not top 5AROC0.8%

not top 5ESI0.8%

not top 5FNB0.8%

Held in common1.2%

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

IVV vs ESSC Returns, Every Period

iSharesIVV

+9.8%

past year

ESSCEventide

+12.2%

past year

IVVESSCFaded: behind in that period

0–2ESSC wins

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

Core vs Stocks: IVV vs ESSC

YTD

iSharesIVV

+8.7%

ESSCEventide

+9.0%

+8.7%Year to date+9.0%

−8.9%Worst drop · 1Y−12.5%

13.6%Volatility · 1Y18.3%

1.1%Yield0.6%

$853BAssets$34.0M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, ESSC, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

ESSC0.49%$49

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

Yields: IVV, ESSC, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

ESSC0.61%$61

QQQ0.47%$47

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

ESSC$61 − $49 = $12

KeptFee

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

Overlap: IVV, ESSC, QQQ

Today

52.1%most shared, IVV and QQQ

IVVESSCQQQ

IVV—1.2%52.1%

ESSC1.2%—0.7%

QQQ52.1%0.7%—

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

Return vs Bumpiness: 3 ETFs

+12.2%ESSC, at 18.3% volatility

IVVWorst drop−8.9%13.6% vol

ESSCWorst drop−12.5%18.3% 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

IVVESSC

+8.7%Year to date+9.0%

1.1%Yield0.6%

+9.8%Past year+12.2%

0.03%Fee0.49%

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%

$178BAssets$778B

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

$103BAssets$446B

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$853B

0–0level

End-of-day Nov 6, 2026