Compare · 3 funds side by side · dividends reinvested

IVV, SMMD and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

IVV, SMMD 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−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 6, 2026 · returns include dividends · since: IVV 2000 · SMMD 2017 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SMMD

iShares Russell 2500 ETF · $4.1B$13,594

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IVVMeasureSMMD

+8.7%Year to dateJan 1 → Nov 6+14.5%

+9.8%1 yearTotal return+16.9%

+21.8%3 years · per year$10,000 became $18,084 · $17,204+19.8%

+11.4%5 years · per year$10,000 became $17,177 · $13,594+6.3%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

1.14%Trailing 12-mo yield$114 · $117 a year on $10k1.17%

−8.9%Worst dropSmaller is better−9.7%

13.6%VolatilityLower is calmer17.0%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SMMD: Top 5 Holdings

Today

IVV

27.8%in top 5

SMMD

in top 51.6%

IVVStockSMMD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5USFD0.3%

not top 5THC0.3%

not top 5ATI0.3%

not top 5RGLD0.3%

not top 5VTRS0.3%

Held in common1.2%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SMMD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SMMDiShares

+6.3%

5 years, per year

IVVSMMDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SMMD

YTD

iSharesIVV

+8.7%

SMMDiShares

+14.5%

+8.7%Year to date+14.5%

−8.9%Worst drop · 1Y−9.7%

13.6%Volatility · 1Y17.0%

1.1%Yield1.2%

$850BAssets$4.1B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SMMD, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

SMMD0.23%$23

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SMMD, QQQ

1.17%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.17%$117

IVV1.14%$114

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SMMD$117 − $23 = $94

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SMMD, QQQ

Today

52.1%most shared, IVV and QQQ

IVVSMMDQQQ

IVV—1.2%52.1%

SMMD1.2%—0.0%

QQQ52.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%SMMD, at 17.0% volatility

IVVWorst drop−8.9%13.6% vol

SMMDWorst drop−9.7%17.0% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMMDIVV

+14.5%Year to date+8.7%

1.2%Yield1.1%

+16.9%Past year+9.8%

0.23%Fee0.03%

3–1SMMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026