Compare · 3 funds side by side · dividends reinvested

IVV, USVM and QQQ

IVViShares×USVMVictoryShares×QQQInvesco×

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, USVM 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%$853B1.8

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.99%+15.1%+18.5%+20.7%+9.2%−8.4%14.3%$1.8B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.4

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 · USVM 2017 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,497

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IVVMeasureUSVM

+8.7%Year to dateJan 1 → Nov 6+15.1%

+9.8%1 yearTotal return+18.5%

+21.8%3 years · per year$10,000 became $18,084 · $17,588+20.7%

+11.4%5 years · per year$10,000 became $17,177 · $15,497+9.2%

0.03%Expense ratio$3 · $22 a year on $10k · lower is better0.22%

1.14%Trailing 12-mo yield$114 · $199 a year on $10k1.99%

−8.9%Worst dropSmaller is better−8.4%

13.6%VolatilityLower is calmer14.3%

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

4–4Level

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 USVM: Top 5 Holdings

Today

IVV

27.8%in top 5

USVM

in top 53.6%

IVVStockUSVM

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 5PNW0.8%

not top 5SWX0.7%

not top 5AVA0.7%

not top 5WTM0.7%

not top 5OGS0.7%

Held in common0.2%

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

IVV vs USVM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

USVMVictoryShares

+9.2%

5 years, per year

IVVUSVMFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs USVM

YTD

iSharesIVV

+8.7%

USVMVictoryShares

+15.1%

+8.7%Year to date+15.1%

−8.9%Worst drop · 1Y−8.4%

13.6%Volatility · 1Y14.3%

1.1%Yield2.0%

$853BAssets$1.8B

3–1USVM wins

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

Cost, Income and Risk

Fees: IVV, USVM, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

USVM0.22%$22

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

Yields: IVV, USVM, QQQ

1.99%highest, USVM

FundTrailing yieldYield$10k

USVM1.99%$199

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, USVM, QQQ

Today

52.1%most shared, IVV and QQQ

IVVUSVMQQQ

IVV—0.2%52.1%

USVM0.2%—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

+18.5%USVM, at 14.3% volatility

IVVWorst drop−8.9%13.6% vol

USVMWorst drop−8.4%14.3% 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

USVMIVV

+15.1%Year to date+8.7%

2.0%Yield1.1%

+18.5%Past year+9.8%

0.22%Fee0.03%

3–1USVM 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%

$178BAssets$778B

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

$103BAssets$446B

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$853B

0–0level

End-of-day Nov 6, 2026