Compare · 3 funds side by side · dividends reinvested

IVV, SDTY 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, SDTY and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.84%+7.9%+10.5%[…][…]−8.0%12.6%$41M1.5

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%$850B1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$469B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · SDTY 2025 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureSDTY

+8.4%Year to dateJan 1 → Nov 5+7.9%

+9.7%1 yearTotal return+10.5%

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $108 a year on $10k · lower is better1.08%

1.14%Trailing 12-mo yield$114 · $2,984 a year on $10k29.84%

−8.9%Worst dropSmaller is better−8.0%

13.6%VolatilityLower is calmer12.6%

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

2–4SDTY 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 SDTY: Top 5 Holdings

Today

IVV

27.7%in top 5

SDTY

in top 5[…]

IVVStockSDTY

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

Held in common[…]

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

IVV vs SDTY Returns, Every Period

iSharesIVV

+9.7%

past year

SDTYYieldMax

+10.5%

past year

IVVSDTYFaded: behind in that period

1–1Level

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

Core vs Income: IVV vs SDTY

YTD

iSharesIVV

+8.4%

SDTYYieldMax

+7.9%

+8.4%Year to date+7.9%

−8.9%Worst drop · 1Y−8.0%

13.6%Volatility · 1Y12.6%

1.1%Yield29.8%

$850BAssets$41.0M

3–1SDTY wins

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

Cost, Income and Risk

Fees: IVV, SDTY, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

SDTY1.08%$108

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

Yields: IVV, SDTY, QQQ

29.84%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.84%$2,984

IVV1.14%$114

QQQ0.48%$48

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

Income After Fees on $10,000

$2,876most kept, SDTY

SDTY$2,984 − $108 = $2,876

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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

Overlap: IVV, SDTY, QQQ

Today

52.8%most shared, IVV and QQQ

IVVSDTYQQQ

IVV—[…]52.8%

SDTY[…]—[…]

QQQ52.8%[…]—

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

Return vs Bumpiness: 3 ETFs

+10.5%SDTY, at 12.6% volatility

SDTYWorst drop−8.0%12.6% 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

SDTYIVV

+7.9%Year to date+8.4%

29.8%Yield1.1%

+10.5%Past year+9.7%

1.08%Fee0.03%

2–2level

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$819B

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

$107BAssets$469B

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$850B

0–0level

End-of-day Nov 5, 2026