Compare · 3 funds side by side · dividends reinvested

IVV, IWD and QQQ

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

02 / 04

IVV, IWD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.5

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%$875B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.4

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 · IWD 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

IWD

iShares Russell 1000 Value ETF · $84.7B$17,456

$10,000 five years ago, dividends reinvested · they hold 61.7% in common

IVVMeasureIWD

+11.3%Year to dateJan 1 → Nov 9+26.2%

+13.6%1 yearTotal return+31.3%

+22.0%3 years · per year$10,000 became $18,159 · $18,456+22.7%

+11.9%5 years · per year$10,000 became $17,545 · $17,456+11.8%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.11%Trailing 12-mo yield$111 · $134 a year on $10k1.34%

−8.9%Worst dropSmaller is better−6.8%

13.8%VolatilityLower is calmer11.7%

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

2–6IWD 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 IWD: Top 5 Holdings

Today

IVV

27.8%in top 5

IWD

in top 522.6%

IVVStockIWD

7.9%AAPL6.0%

7.1%NVDAnot top 5

6.2%MSFT5.2%

4.0%AMZN6.1%

not top 5BRK-B2.8%

2.6%GOOGLnot top 5

not top 5JPM2.4%

Held in common61.7%

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

IVV vs IWD Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

IWDiShares

+11.8%

5 years, per year

IVVIWDFaded: behind in that period

1–3IWD wins

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

Core vs Stocks: IVV vs IWD

YTD

iSharesIVV

+11.3%

IWDiShares

+26.2%

+11.3%Year to date+26.2%

−8.9%Worst drop · 1Y−6.8%

13.8%Volatility · 1Y11.7%

1.1%Yield1.3%

$875BAssets$84.7B

4–0IWD wins

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

Cost, Income and Risk

Fees: IVV, IWD, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWD0.18%$18

QQQ0.18%$18

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

Yields: IVV, IWD, QQQ

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, IWD, QQQ

Today

61.7%most shared, IVV and IWD

IVVIWDQQQ

IVV—61.7%52.4%

IWD61.7%—28.4%

QQQ52.4%28.4%—

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

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% 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

IWDIVV

+26.2%Year to date+11.3%

1.3%Yield1.1%

+31.3%Past year+13.6%

0.18%Fee0.03%

3–1IWD 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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026