Compare · 3 funds side by side · dividends reinvested

IVV, SVAL and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

IVV, SVAL and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$165M2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · SVAL 2020 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

SVAL

iShares US Small Cap Value Factor ETF · $165M$15,861

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

IVVMeasureSVAL

+13.4%Year to dateJan 1 → Nov 4+28.3%

+13.5%1 yearTotal return+34.2%

+24.2%3 years · per year$10,000 became $19,178 · $18,358+22.4%

+12.6%5 years · per year$10,000 became $18,118 · $15,861+9.7%

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

1.09%Trailing 12-mo yield$109 · $215 a year on $10k2.15%

−8.9%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer14.9%

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

5–3IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SVAL: Top 5 Holdings

Today

IVV

27.3%in top 5

SVAL

in top 54.2%

IVVStockSVAL

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5FIVN0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IVV vs SVAL Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

SVALiShares

+9.7%

5 years, per year

IVVSVALFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SVAL

YTD

iSharesIVV

+13.4%

SVALiShares

+28.3%

+13.4%Year to date+28.3%

−8.9%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y14.9%

1.1%Yield2.1%

$887BAssets$165M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SVAL, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

SVAL0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, SVAL, QQQ

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

IVV1.09%$109

QQQ0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IVV$109 − $3 = $106

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, SVAL, QQQ

Today

52.8%most shared, IVV and QQQ

IVVSVALQQQ

IVV—0.0%52.8%

SVAL0.0%—0.0%

QQQ52.8%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.2%SVAL, at 14.9% volatility

IVVWorst drop−8.9%12.9% vol

SVALWorst drop−9.0%14.9% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIVV

+28.3%Year to date+13.4%

2.1%Yield1.1%

+34.2%Past year+13.5%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026