Compare · 3 funds side by side · dividends reinvested

IVV, KBWD and QQQ

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, KBWD 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%$853B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.0

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M2.6

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 · KBWD 2010 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

KBWD

Invesco KBW High Dividend Yield Financial ETF · $342M$9,094

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IVVMeasureKBWD

+8.7%Year to dateJan 1 → Nov 6−12.9%

+9.8%1 yearTotal return−10.1%

+21.8%3 years · per year$10,000 became $18,084 · $11,283+4.1%

+11.4%5 years · per year$10,000 became $17,177 · $9,094−1.9%

0.03%Expense ratio$3 · $539 a year on $10k · lower is better5.39%

1.14%Trailing 12-mo yield$114 · $1,599 a year on $10k15.99%

−8.9%Worst dropSmaller is better−23.4%

13.6%VolatilityLower is calmer17.5%

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

7–1IVV 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 KBWD: Top 5 Holdings

Today

IVV

27.8%in top 5

KBWD

in top 520.0%

IVVStockKBWD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PMT4.3%

not top 5IVR4.1%

4.0%AMZNnot top 5

not top 5ORC3.9%

not top 5ARR3.9%

not top 5AINV3.8%

2.6%GOOGLnot top 5

Held in common0.1%

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

IVV vs KBWD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

KBWDInvesco

−1.9%

5 years, per year

IVVKBWDFaded: behind in that period

4–0IVV wins

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

Core vs Income: IVV vs KBWD

YTD

iSharesIVV

+8.7%

KBWDInvesco

−12.9%

+8.7%Year to date−12.9%

−8.9%Worst drop · 1Y−23.4%

13.6%Volatility · 1Y17.5%

1.1%Yield16.0%

$853BAssets$342M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, KBWD, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

KBWD5.39%$539

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

Yields: IVV, KBWD, QQQ

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, KBWD, QQQ

Today

52.1%most shared, IVV and QQQ

IVVKBWDQQQ

IVV—0.1%52.1%

KBWD0.1%—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

IVVWorst drop−8.9%13.6% vol

KBWDWorst drop−23.4%17.5% 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

KBWDIVV

−12.9%Year to date+8.7%

16.0%Yield1.1%

−10.1%Past year+9.8%

5.39%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$853B

0–0level

End-of-day Nov 6, 2026