Compare · 3 funds side by side · dividends reinvested

IVV, MFSV 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, MFSV and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.32%+14.6%+19.3%[…][…]−6.4%10.8%$673M1.3

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%$853B1.9

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 · MFSV 2024 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

MFSV

MFS Active Value ETF · $673M[…]

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

IVVMeasureMFSV

+11.3%Year to dateJan 1 → Nov 9+14.6%

+13.6%1 yearTotal return+19.3%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $44 a year on $10k · lower is better0.44%

1.11%Trailing 12-mo yield$111 · $132 a year on $10k1.32%

−8.9%Worst dropSmaller is better−6.4%

13.8%VolatilityLower is calmer10.8%

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

1–5MFSV 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 MFSV: Top 5 Holdings

Today

IVV

27.8%in top 5

MFSV

in top 521.1%

IVVStockMFSV

7.9%AAPL3.1%

7.1%NVDAnot top 5

6.2%MSFT5.6%

4.0%AMZN5.4%

not top 5JPM4.0%

not top 5XOM2.9%

2.6%GOOGLnot top 5

Held in common28.1%

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

IVV vs MFSV Returns, Every Period

iSharesIVV

+13.6%

past year

MFSVMFS

+19.3%

past year

IVVMFSVFaded: behind in that period

0–2MFSV wins

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

Core vs Stocks: IVV vs MFSV

YTD

iSharesIVV

+11.3%

MFSVMFS

+14.6%

+11.3%Year to date+14.6%

−8.9%Worst drop · 1Y−6.4%

13.8%Volatility · 1Y10.8%

1.1%Yield1.3%

$853BAssets$673M

4–0MFSV wins

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

Cost, Income and Risk

Fees: IVV, MFSV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

MFSV0.44%$44

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

Yields: IVV, MFSV, QQQ

1.32%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.32%$132

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

MFSV$132 − $44 = $88

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, MFSV, QQQ

Today

52.4%most shared, IVV and QQQ

IVVMFSVQQQ

IVV—28.1%52.4%

MFSV28.1%—18.4%

QQQ52.4%18.4%—

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

Return vs Bumpiness: 3 ETFs

+19.3%MFSV, at 10.8% volatility

MFSVWorst drop−6.4%10.8% 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

MFSVIVV

+14.6%Year to date+11.3%

1.3%Yield1.1%

+19.3%Past year+13.6%

0.44%Fee0.03%

3–1MFSV 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026