Compare · 3 funds side by side · dividends reinvested

IVV, SPTM 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, SPTM and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.6%+14.0%+21.6%+11.5%−8.7%13.6%$13.7B1.6

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%$875B1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.5

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 · SPTM 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7B$17,251

$10,000 five years ago, dividends reinvested · they hold 92.4% in common

IVVMeasureSPTM

+11.3%Year to dateJan 1 → Nov 9+11.6%

+13.6%1 yearTotal return+14.0%

+22.0%3 years · per year$10,000 became $18,159 · $17,985+21.6%

+11.9%5 years · per year$10,000 became $17,545 · $17,251+11.5%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.11%Trailing 12-mo yield$111 · $107 a year on $10k1.07%

−8.9%Worst dropSmaller is better−8.7%

13.8%VolatilityLower is calmer13.6%

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

3–4SPTM 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 SPTM: Top 5 Holdings

Today

IVV

27.8%in top 5

SPTM

in top 525.7%

IVVStockSPTM

7.9%AAPL7.3%

7.1%NVDA6.6%

6.2%MSFT5.7%

4.0%AMZN3.7%

2.6%GOOGL2.4%

Held in common92.4%

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

IVV vs SPTM Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

SPTMSPDR

+11.5%

5 years, per year

IVVSPTMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs SPTM

YTD

iSharesIVV

+11.3%

SPTMSPDR

+11.6%

+11.3%Year to date+11.6%

−8.9%Worst drop · 1Y−8.7%

13.8%Volatility · 1Y13.6%

1.1%Yield1.1%

$875BAssets$13.7B

3–0SPTM wins

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

Cost, Income and Risk

Fees: IVV, SPTM, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPTM0.03%$3

QQQ0.18%$18

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

Yields: IVV, SPTM, QQQ

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPTM1.07%$107

QQQ0.46%$46

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPTM$107 − $3 = $104

QQQ$46 − $18 = $28

KeptFee

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

Overlap: IVV, SPTM, QQQ

Today

92.4%most shared, IVV and SPTM

IVVSPTMQQQ

IVV—92.4%52.4%

SPTM92.4%—48.4%

QQQ52.4%48.4%—

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

Return vs Bumpiness: 3 ETFs

+14.0%SPTM, at 13.6% volatility

SPTMWorst drop−8.7%13.6% 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

IVVSPTM

+11.3%Year to date+11.6%

1.1%Yield1.1%

+13.6%Past year+14.0%

0.03%Fee0.03%

2–0SPTM 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