Compare · 4 funds side by side · dividends reinvested

IVV, SHM, QQQ and VTI

IVViShares×SHMSPDR×QQQInvesco×VTIVanguard×

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, SHM, QQQ and VTI, 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%$875B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B2.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.9

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 · SHM 2007 · QQQ 1999 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,571

$10,000 five years ago, dividends reinvested

IVVMeasureSHM

+11.3%Year to dateJan 1 → Nov 9+1.4%

+13.6%1 yearTotal return+2.1%

+22.0%3 years · per year$10,000 became $18,159 · $11,019+3.3%

+11.9%5 years · per year$10,000 became $17,545 · $10,571+1.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.11%Trailing 12-mo yield$111 · $270 a year on $10k2.70%

−8.9%Worst dropSmaller is better−2.7%

13.8%VolatilityLower is calmer1.8%

IVVSHM 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 SHM: Top 5 Holdings

Today

IVV

27.8%in top 5

SHM

in top 5[…]

IVVStockSHM

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

Held in common[…]

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

IVV vs SHM Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

IVVSHMFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs SHM

YTD

iSharesIVV

+11.3%

SHMSPDR

+1.4%

+11.3%Year to date+1.4%

−8.9%Worst drop · 1Y−2.7%

13.8%Volatility · 1Y1.8%

1.1%Yield2.7%

$875BAssets$3.5B

3–1SHM wins

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

Cost, Income and Risk

Fees: IVV, SHM, QQQ, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

QQQ0.18%$18

SHM0.20%$20

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

Yields: IVV, SHM, QQQ, VTI

2.70%highest, SHM

FundTrailing yieldYield$10k

SHM2.70%$270

IVV1.11%$111

VTI1.06%$106

QQQ0.46%$46

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

Income After Fees on $10,000

$250most kept, SHM

SHM$270 − $20 = $250

IVV$111 − $3 = $108

VTI$106 − $3 = $103

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, SHM, QQQ, VTI

Today

86.0%most shared, IVV and VTI

IVVSHMQQQVTI

IVV—[…]52.4%86.0%

SHM[…]—[…][…]

QQQ52.4%[…]—49.9%

VTI86.0%[…]49.9%—

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

Return vs Bumpiness: 4 ETFs

+13.9%VTI, at 13.9% volatility

SHMWorst drop−2.7%1.8% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% 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

SHMVTI

+1.4%Year to date+11.6%

2.7%Yield1.1%

+2.1%Past year+13.9%

0.20%Fee0.03%

3–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026