Compare · 3 funds side by side · dividends reinvested

IVV, FGD and QQQ

IVViShares×FGDFirst Trust×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, FGD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.77%+13.8%+20.8%+25.0%+11.8%−9.8%12.8%$1.6B1.5

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%$853B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · FGD 2007 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FGD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,480

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IVVMeasureFGD

+8.7%Year to dateJan 1 → Nov 6+13.8%

+9.8%1 yearTotal return+20.8%

+21.8%3 years · per year$10,000 became $18,084 · $19,517+25.0%

+11.4%5 years · per year$10,000 became $17,177 · $17,480+11.8%

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.14%Trailing 12-mo yield$114 · $577 a year on $10k5.77%

−8.9%Worst dropSmaller is better−9.8%

13.6%VolatilityLower is calmer12.8%

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

2–6FGD 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 FGD: Top 5 Holdings

Today

IVV

27.8%in top 5

FGD

in top 510.0%

IVVStockFGD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5RHI2.7%

2.6%GOOGLnot top 5

not top 5017800.K1.9%

not top 5TEP.PA1.9%

not top 5BME.L1.8%

not top 5OMV.VI1.7%

Held in common1.0%

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

IVV vs FGD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FGDFirst Trust

+11.8%

5 years, per year

IVVFGDFaded: behind in that period

0–4FGD wins

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

Core vs Income: IVV vs FGD

YTD

iSharesIVV

+8.7%

FGDFirst Trust

+13.8%

+8.7%Year to date+13.8%

−8.9%Worst drop · 1Y−9.8%

13.6%Volatility · 1Y12.8%

1.1%Yield5.8%

$853BAssets$1.6B

3–1FGD wins

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

Cost, Income and Risk

Fees: IVV, FGD, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

FGD0.55%$55

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

Yields: IVV, FGD, QQQ

5.77%highest, FGD

FundTrailing yieldYield$10k

FGD5.77%$577

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, FGD, QQQ

Today

52.1%most shared, IVV and QQQ

IVVFGDQQQ

IVV—1.0%52.1%

FGD1.0%—0.0%

QQQ52.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+20.8%FGD, at 12.8% volatility

FGDWorst drop−9.8%12.8% vol

IVVWorst drop−8.9%13.6% 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

FGDIVV

+13.8%Year to date+8.7%

5.8%Yield1.1%

+20.8%Past year+9.8%

0.55%Fee0.03%

3–1FGD wins

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