Compare · 3 funds side by side · dividends reinvested

IVV, FDL and QQQ

IVViShares×FDLFirst Trust×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,815FDL · best of the three

02 / 04

IVV, FDL and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.61%+24.3%+31.3%+22.8%+14.7%−7.2%12.7%$8.4B1.4

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%$853B2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.5

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 · FDL 2006 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

FDL

First Trust Morningstar Dividend Leaders Index Fund · $8.4B$19,815

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

IVVMeasureFDL

+11.3%Year to dateJan 1 → Nov 9+24.3%

+13.6%1 yearTotal return+31.3%

+22.0%3 years · per year$10,000 became $18,159 · $18,502+22.8%

+11.9%5 years · per year$10,000 became $17,545 · $19,815+14.7%

0.03%Expense ratio$3 · $43 a year on $10k · lower is better0.43%

1.11%Trailing 12-mo yield$111 · $361 a year on $10k3.61%

−8.9%Worst dropSmaller is better−7.2%

13.8%VolatilityLower is calmer12.7%

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

1–7FDL 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 FDL: Top 5 Holdings

Today

IVV

27.8%in top 5

FDL

in top 533.2%

IVVStockFDL

not top 5CVX8.5%

7.9%AAPLnot top 5

7.1%NVDAnot top 5

not top 5VZ6.8%

not top 5PFE6.4%

not top 5PM6.2%

6.2%MSFTnot top 5

not top 5PEP5.2%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common5.8%

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

IVV vs FDL Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

FDLFirst Trust

+14.7%

5 years, per year

IVVFDLFaded: behind in that period

0–4FDL wins

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

Core vs Income: IVV vs FDL

YTD

iSharesIVV

+11.3%

FDLFirst Trust

+24.3%

+11.3%Year to date+24.3%

−8.9%Worst drop · 1Y−7.2%

13.8%Volatility · 1Y12.7%

1.1%Yield3.6%

$853BAssets$8.4B

4–0FDL wins

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

Cost, Income and Risk

Fees: IVV, FDL, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

FDL0.43%$43

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

Yields: IVV, FDL, QQQ

3.61%highest, FDL

FundTrailing yieldYield$10k

FDL3.61%$361

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$318most kept, FDL

FDL$361 − $43 = $318

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, FDL, QQQ

Today

52.4%most shared, IVV and QQQ

IVVFDLQQQ

IVV—5.8%52.4%

FDL5.8%—2.1%

QQQ52.4%2.1%—

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

Return vs Bumpiness: 3 ETFs

+31.3%FDL, at 12.7% volatility

FDLWorst drop−7.2%12.7% 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

FDLIVV

+24.3%Year to date+11.3%

3.6%Yield1.1%

+31.3%Past year+13.6%

0.43%Fee0.03%

3–1FDL 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$853B

0–0level

End-of-day Nov 9, 2026