Compare · 3 funds side by side · dividends reinvested

IVV, MSFD 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, MSFD 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%$469B1.9

Direxion Daily MSFT Bear 1X ETFSingle-Stock Leverage1.16%4.33%−14.3%−10.1%−14.1%[…]−38.9%34.4%$10M2.7

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 · MSFD 2022 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

MSFD

Direxion Daily MSFT Bear 1X ETF · $10M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureMSFD

+8.7%Year to dateJan 1 → Nov 6−14.3%

+9.8%1 yearTotal return−10.1%

+21.8%3 years · per year$10,000 became $18,084 · $6,331−14.1%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $116 a year on $10k · lower is better1.16%

1.14%Trailing 12-mo yield$114 · $433 a year on $10k4.33%

−8.9%Worst dropSmaller is better−38.9%

13.6%VolatilityLower is calmer34.4%

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

6–1IVV 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 MSFD: Top 5 Holdings

Today

IVV

27.8%in top 5

MSFD

in top 5[…]

IVVStockMSFD

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

Held in common[…]

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

IVV vs MSFD Returns, Every Period

iSharesIVV

+9.8%

past year

MSFDDirexion

−10.1%

past year

IVVMSFDFaded: behind in that period

3–0IVV wins

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

Core vs Single-Stock Leverage: IVV vs MSFD

YTD

iSharesIVV

+8.7%

MSFDDirexion

−14.3%

+8.7%Year to date−14.3%

−8.9%Worst drop · 1Y−38.9%

13.6%Volatility · 1Y34.4%

1.1%Yield4.3%

$853BAssets$10.0M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, MSFD, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

MSFD1.16%$116

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

Yields: IVV, MSFD, QQQ

4.33%highest, MSFD

FundTrailing yieldYield$10k

MSFD4.33%$433

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$317most kept, MSFD

MSFD$433 − $116 = $317

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, MSFD, QQQ

Today

52.1%most shared, IVV and QQQ

IVVMSFDQQQ

IVV—[…]52.1%

MSFD[…]—[…]

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

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

MSFDWorst drop−38.9%34.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSFDIVV

−14.3%Year to date+8.7%

4.3%Yield1.1%

−10.1%Past year+9.8%

1.16%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