Compare · 4 funds side by side · dividends reinvested

IVV, SDFI, SGOV and QQQ

IVViShares×SDFIAlliance Bernstein×SGOViShares×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

IVV, SDFI, SGOV 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%$853B2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.6

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.57%+1.5%+2.4%[…][…]−1.6%1.9%$192M2.8

Rank among the four1st → 4thFee, 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 · SDFI 2024 · SGOV 2020 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SDFI

Alliance Bernstein - AB Short Duration Income ETF · $192M[…]

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

IVVMeasureSDFI

+11.3%Year to dateJan 1 → Nov 9+1.5%

+13.6%1 yearTotal return+2.4%

+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 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $457 a year on $10k4.57%

−8.9%Worst dropSmaller is better−1.6%

13.8%VolatilityLower is calmer1.9%

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

3–3Level

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 SDFI: Top 5 Holdings

Today

IVV

27.8%in top 5

SDFI

in top 50.0%

IVVStockSDFI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5NFEGP0.0%

not top 5NFE0.0%

Held in common0.0%

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

IVV vs SDFI Returns, Every Period

iSharesIVV

+13.6%

past year

SDFIAlliance Bernstein

+2.4%

past year

IVVSDFIFaded: behind in that period

2–0IVV wins

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

Core vs Bonds: IVV vs SDFI

YTD

iSharesIVV

+11.3%

SDFIAlliance Bernstein

+1.5%

+11.3%Year to date+1.5%

−8.9%Worst drop · 1Y−1.6%

13.8%Volatility · 1Y1.9%

1.1%Yield4.6%

$853BAssets$192M

3–1SDFI wins

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

Cost, Income and Risk

Fees: IVV, SDFI, SGOV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SGOV0.09%$9

QQQ0.18%$18

SDFI0.30%$30

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

Yields: IVV, SDFI, SGOV, QQQ

4.57%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.57%$457

SGOV3.63%$363

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$427most kept, SDFI

SDFI$457 − $30 = $427

SGOV$363 − $9 = $354

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, SDFI, SGOV, QQQ

Today

52.4%most shared, IVV and QQQ

IVVSDFISGOVQQQ

IVV—0.0%[…]52.4%

SDFI0.0%—[…]0.0%

SGOV[…][…]—[…]

QQQ52.4%0.0%[…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

SGOVWorst drop0.0%0.2% vol

SDFIWorst drop−1.6%1.9% 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

SDFIIVV

+1.5%Year to date+11.3%

4.6%Yield1.1%

+2.4%Past year+13.6%

0.30%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026