Compare · 3 funds side by side · dividends reinvested

IVV, FSMB and QQQ

IVViShares×FSMBFirst 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, FSMB 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%$853B1.6

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

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.4%+4.0%+1.6%−2.4%1.8%$668M2.3

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 · FSMB 2018 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Short Duration Managed Municipal ETF · $668M$10,823

FSMB

IVV

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

$10,000 five years ago, dividends reinvested

FSMBMeasureIVV

+1.7%Year to dateJan 1 → Nov 6+8.7%

+2.4%1 yearTotal return+9.8%

+4.0%3 years · per year$10,000 became $11,234 · $18,084+21.8%

+1.6%5 years · per year$10,000 became $10,823 · $17,177+11.4%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

3.20%Trailing 12-mo yield$320 · $114 a year on $10k1.14%

−2.4%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.6%

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

3–5IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSMB vs IVV: Top 5 Holdings

Today

FSMB

[…]in top 5

IVV

in top 527.8%

FSMBStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

FSMB vs IVV Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

FSMBIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: FSMB vs IVV

YTD

First TrustFSMB

+1.7%

IVViShares

+8.7%

+1.7%Year to date+8.7%

−2.4%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.6%

3.2%Yield1.1%

$668MAssets$853B

3–1FSMB wins

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

Cost, Income and Risk

Fees: IVV, FSMB, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

FSMB0.34%$34

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

Yields: IVV, FSMB, QQQ

3.20%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.20%$320

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, FSMB, QQQ

Today

52.1%most shared, IVV and QQQ

IVVFSMBQQQ

IVV—[…]52.1%

FSMB[…]—[…]

QQQ52.1%[…]—

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

FSMBWorst drop−2.4%1.8% 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

FSMBIVV

+1.7%Year to date+8.7%

3.2%Yield1.1%

+2.4%Past year+9.8%

0.34%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%

$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