Compare · 3 funds side by side · dividends reinvested

IVV, MVAL 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, MVAL 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%$853B1.6

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.56%+12.2%+18.5%[…][…]−12.2%15.1%$3M1.7

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$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 6, 2026 · returns include dividends · since: IVV 2000 · MVAL 2024 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

IVVMeasureMVAL

+8.7%Year to dateJan 1 → Nov 6+12.2%

+9.8%1 yearTotal return+18.5%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

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

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.14%Trailing 12-mo yield$114 · $156 a year on $10k1.56%

−8.9%Worst dropSmaller is better−12.2%

13.6%VolatilityLower is calmer15.1%

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

3–3Level

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 MVAL: Top 5 Holdings

Today

IVV

27.8%in top 5

MVAL

in top 524.6%

IVVStockMVAL

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5GEHC5.2%

not top 5BR5.0%

not top 5BF-B4.8%

not top 5DHR4.8%

not top 5ZBH4.8%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common10.1%

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

IVV vs MVAL Returns, Every Period

iSharesIVV

+9.8%

past year

MVALVanEck

+18.5%

past year

IVVMVALFaded: behind in that period

0–2MVAL wins

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

Core vs Stocks: IVV vs MVAL

YTD

iSharesIVV

+8.7%

MVALVanEck

+12.2%

+8.7%Year to date+12.2%

−8.9%Worst drop · 1Y−12.2%

13.6%Volatility · 1Y15.1%

1.1%Yield1.6%

$853BAssets$3.0M

2–2level

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

Cost, Income and Risk

Fees: IVV, MVAL, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

MVAL0.50%$50

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

Yields: IVV, MVAL, QQQ

1.56%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.56%$156

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

MVAL$156 − $50 = $106

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, MVAL, QQQ

Today

52.1%most shared, IVV and QQQ

IVVMVALQQQ

IVV—10.1%52.1%

MVAL10.1%—12.5%

QQQ52.1%12.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.5%MVAL, at 15.1% volatility

IVVWorst drop−8.9%13.6% vol

MVALWorst drop−12.2%15.1% 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

MVALIVV

+12.2%Year to date+8.7%

1.6%Yield1.1%

+18.5%Past year+9.8%

0.50%Fee0.03%

3–1MVAL 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%

$178BAssets$778B

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

$103BAssets$446B

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