Compare · 4 funds side by side · dividends reinvested

IVV, FGD, SCHD and QQQ

IVViShares×FGDFirst Trust×SCHDSchwab×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

IVV, FGD, SCHD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.66%+16.1%+22.8%+24.9%+12.0%−9.8%13.0%$1.6B2.1

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%$853B2.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B3.3

Rank among the four1st → 4thFee, 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 · FGD 2007 · SCHD 2011 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FGD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,605

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

IVVMeasureFGD

+11.3%Year to dateJan 1 → Nov 9+16.1%

+13.6%1 yearTotal return+22.8%

+22.0%3 years · per year$10,000 became $18,159 · $19,504+24.9%

+11.9%5 years · per year$10,000 became $17,545 · $17,605+12.0%

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

1.11%Trailing 12-mo yield$111 · $566 a year on $10k5.66%

−8.9%Worst dropSmaller is better−9.8%

13.8%VolatilityLower is calmer13.0%

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

2–6FGD 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 FGD: Top 5 Holdings

Today

IVV

27.8%in top 5

FGD

in top 59.8%

IVVStockFGD

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

not top 5RHI2.7%

2.6%GOOGLnot top 5

not top 5017800.K2.0%

not top 5BME.L1.8%

not top 5OMV.VI1.7%

not top 5HPQ1.6%

Held in common0.9%

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

IVV vs FGD Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

FGDFirst Trust

+12.0%

5 years, per year

IVVFGDFaded: behind in that period

0–4FGD wins

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

Core vs Income: IVV vs FGD

YTD

iSharesIVV

+11.3%

FGDFirst Trust

+16.1%

+11.3%Year to date+16.1%

−8.9%Worst drop · 1Y−9.8%

13.8%Volatility · 1Y13.0%

1.1%Yield5.7%

$853BAssets$1.6B

3–1FGD wins

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

Cost, Income and Risk

Fees: IVV, FGD, SCHD, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

QQQ0.18%$18

FGD0.55%$55

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

Yields: IVV, FGD, SCHD, QQQ

5.66%highest, FGD

FundTrailing yieldYield$10k

FGD5.66%$566

SCHD2.96%$296

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$511most kept, FGD

FGD$566 − $55 = $511

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, FGD, SCHD, QQQ

Today

52.4%most shared, IVV and QQQ

IVVFGDSCHDQQQ

IVV—0.9%8.6%52.4%

FGD0.9%—5.4%0.0%

SCHD8.6%5.4%—5.6%

QQQ52.4%0.0%5.6%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FGDWorst drop−9.8%13.0% 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

FGDSCHD

+16.1%Year to date+33.2%

5.7%Yield3.0%

+22.8%Past year+39.1%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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