Compare · 3 funds side by side · dividends reinvested

IVV, PWS 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, PWS and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.1

Pacer WealthShield ETFUnsorted0.60%2.13%+0.1%−0.2%+9.1%+0.2%−7.9%12.8%$16M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · PWS 2017 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

PWS

Pacer WealthShield ETF · $16M$10,088

$10,000 five years ago, dividends reinvested · they hold 49.2% in common

IVVMeasurePWS

+11.3%Year to dateJan 1 → Nov 9+0.1%

+13.6%1 yearTotal return−0.2%

+22.0%3 years · per year$10,000 became $18,159 · $12,973+9.1%

+11.9%5 years · per year$10,000 became $17,545 · $10,088+0.2%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.11%Trailing 12-mo yield$111 · $213 a year on $10k2.13%

−8.9%Worst dropSmaller is better−7.9%

13.8%VolatilityLower is calmer12.8%

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

5–3IVV 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 PWS: Top 5 Holdings

Today

IVV

27.8%in top 5

PWS

in top 516.9%

IVVStockPWS

7.9%AAPL3.9%

7.1%NVDA3.6%

6.2%MSFT3.1%

4.0%AMZNnot top 5

not top 5LLY3.6%

not top 5BRK-B2.7%

2.6%GOOGLnot top 5

Held in common49.2%

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

IVV vs PWS Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

PWSPacer

+0.2%

5 years, per year

IVVPWSFaded: behind in that period

4–0IVV wins

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

Core vs Unsorted: IVV vs PWS

YTD

iSharesIVV

+11.3%

PWSPacer

+0.1%

+11.3%Year to date+0.1%

−8.9%Worst drop · 1Y−7.9%

13.8%Volatility · 1Y12.8%

1.1%Yield2.1%

$875BAssets$16.0M

3–1PWS wins

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

Cost, Income and Risk

Fees: IVV, PWS, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

PWS0.60%$60

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

Yields: IVV, PWS, QQQ

2.13%highest, PWS

FundTrailing yieldYield$10k

PWS2.13%$213

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$153most kept, PWS

PWS$213 − $60 = $153

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, PWS, QQQ

Today

52.4%most shared, IVV and QQQ

IVVPWSQQQ

IVV—49.2%52.4%

PWS49.2%—31.6%

QQQ52.4%31.6%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

PWSWorst drop−7.9%12.8% 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

PWSIVV

+0.1%Year to date+11.3%

2.1%Yield1.1%

−0.2%Past year+13.6%

0.60%Fee0.03%

3–1IVV 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$875B

0–0level

End-of-day Nov 9, 2026