Compare · 3 funds side by side · dividends reinvested

IVV, FIXD and QQQ

IVViShares×FIXDFirst 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, FIXD 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%$850B1.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.1

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.6%+5.1%−0.8%−5.4%4.4%$2.8B2.3

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 · FIXD 2017 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

FIXD

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,630

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

IVVMeasureFIXD

+8.7%Year to dateJan 1 → Nov 6−1.2%

+9.8%1 yearTotal return−0.6%

+21.8%3 years · per year$10,000 became $18,084 · $11,606+5.1%

+11.4%5 years · per year$10,000 became $17,177 · $9,630−0.8%

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.14%Trailing 12-mo yield$114 · $482 a year on $10k4.82%

−8.9%Worst dropSmaller is better−5.4%

13.6%VolatilityLower is calmer4.4%

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

5–3IVV 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 FIXD: Top 5 Holdings

Today

IVV

27.8%in top 5

FIXD

in top 50.3%

IVVStockFIXD

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 5XELLL0.2%

not top 5JXN-PA0.1%

Held in common0.0%

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

IVV vs FIXD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FIXDFirst Trust

−0.8%

5 years, per year

IVVFIXDFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs FIXD

YTD

iSharesIVV

+8.7%

FIXDFirst Trust

−1.2%

+8.7%Year to date−1.2%

−8.9%Worst drop · 1Y−5.4%

13.6%Volatility · 1Y4.4%

1.1%Yield4.8%

$850BAssets$2.8B

3–1FIXD wins

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

Cost, Income and Risk

Fees: IVV, FIXD, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

FIXD0.65%$65

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

Yields: IVV, FIXD, QQQ

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, FIXD, QQQ

Today

52.1%most shared, IVV and QQQ

IVVFIXDQQQ

IVV—0.0%52.1%

FIXD0.0%—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

+9.8%IVV, at 13.6% volatility

FIXDWorst drop−5.4%4.4% 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

FIXDIVV

−1.2%Year to date+8.7%

4.8%Yield1.1%

−0.6%Past year+9.8%

0.65%Fee0.03%

3–1IVV 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%

$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