Compare · 3 funds side by side · dividends reinvested

IVV, PREF and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

IVV, PREF 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.1

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · PREF 2017 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,373

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

IVVMeasurePREF

+8.4%Year to dateJan 1 → Nov 5+0.4%

+9.7%1 yearTotal return+1.6%

+22.1%3 years · per year$10,000 became $18,221 · $13,033+9.2%

+11.4%5 years · per year$10,000 became $17,151 · $11,373+2.6%

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.14%Trailing 12-mo yield$114 · $504 a year on $10k5.04%

−8.9%Worst dropSmaller is better−2.9%

13.6%VolatilityLower is calmer3.3%

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

5–3IVV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs PREF: Top 5 Holdings

Today

IVV

27.7%in top 5

PREF

in top 50.2%

IVVStockPREF

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5GVMXX0.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IVV vs PREF Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

IVVPREFFaded: behind in that period

4–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs PREF

YTD

iSharesIVV

+8.4%

PREFPrincipal

+0.4%

+8.4%Year to date+0.4%

−8.9%Worst drop · 1Y−2.9%

13.6%Volatility · 1Y3.3%

1.1%Yield5.0%

$887BAssets$1.9B

3–1PREF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, PREF, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

PREF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, PREF, QQQ

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

IVV1.14%$114

QQQ0.48%$48

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, PREF, QQQ

Today

52.8%most shared, IVV and QQQ

IVVPREFQQQ

IVV—0.0%52.8%

PREF0.0%—0.0%

QQQ52.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

PREFWorst drop−2.9%3.3% vol

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PREFIVV

+0.4%Year to date+8.4%

5.0%Yield1.1%

+1.6%Past year+9.7%

0.55%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026