Compare · 3 funds side by side · dividends reinvested

IVV, IWM 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, IWM 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%$853B1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.1

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

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 · IWM 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

IWM

iShares Russell 2000 ETF · $76.6B$12,844

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

IVVMeasureIWM

+8.7%Year to dateJan 1 → Nov 9+15.5%

+9.8%1 yearTotal return+18.7%

+21.8%3 years · per year$10,000 became $18,084 · $17,192+19.8%

+11.4%5 years · per year$10,000 became $17,177 · $12,844+5.1%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

1.14%Trailing 12-mo yield$114 · $97 a year on $10k0.97%

−8.9%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer18.8%

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

6–2IVV 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 IWM: Top 5 Holdings

Today

IVV

27.8%in top 5

IWM

in top 51.8%

IVVStockIWM

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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common0.0%

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

IVV vs IWM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

IWMiShares

+5.1%

5 years, per year

IVVIWMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs IWM

YTD

iSharesIVV

+8.7%

IWMiShares

+15.5%

+8.7%Year to date+15.5%

−8.9%Worst drop · 1Y−11.1%

13.6%Volatility · 1Y18.8%

1.1%Yield1.0%

$853BAssets$76.6B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, IWM, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

IWM0.19%$19

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

Yields: IVV, IWM, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

IWM0.97%$97

QQQ0.46%$46

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IWM$97 − $19 = $78

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, IWM, QQQ

Today

52.1%most shared, IVV and QQQ

IVVIWMQQQ

IVV—0.0%52.1%

IWM0.0%—0.0%

QQQ52.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.7%IWM, at 18.8% volatility

IVVWorst drop−8.9%13.6% vol

IWMWorst drop−11.1%18.8% 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

IVVIWM

+8.7%Year to date+15.5%

1.1%Yield1.0%

+9.8%Past year+18.7%

0.03%Fee0.19%

2–2level

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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026