Compare · 3 funds side by side · dividends reinvested

IVV, VLU and QQQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,943VLU · best of the three

Story of the three · IncomeMost incomeVLU · 1.60% · $160 a year on $10k

Story of the three · RiskSmallest drop

IVV, VLU and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.60%+19.3%+23.3%+21.6%+12.4%−6.3%10.9%$790M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+10.2%+11.2%+23.1%+12.3%−14.8%21.6%$464B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · VLU 2012 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,414

IVV

VLU

State Street SPDR S&P 1500 Value Tilt ETF · $790M$17,943

$10,000 five years ago, dividends reinvested · they hold 60.0% in common

IVVMeasure

More Ways to See the Pairs

IVV vs VLU: Top 5 Holdings

Today

IVV

27.3%in top 5

VLU

in top 512.5%

IVVStockVLU

7.9%AAPL2.2%

6.6%NVDAnot top 5

6.2%MSFT3.2%

4.0%AMZN2.8%

not top 5BRK-B

Cost, Income and Risk

Fees: IVV, VLU, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VLU0.12%$12

QQQ0.18%$18

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

Yields: IVV, VLU, QQQ

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.3%

QQQInvesco

+10.2%

+10.3%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

VLU

+10.9%Year to dateJan 1 → Nov 10+19.3%

+13.0%1 yearTotal return+23.3%

+21.5%3 years · per year$10,000 became $17,934 · $18,000+21.6%

+11.7%5 years · per year$10,000 became $17,414 · $17,943+12.4%

0.03%Expense ratio$3 · $12 a year on $10k · lower is better0.12%

1.11%Trailing 12-mo yield$111 · $160 a year on $10k1.60%

−8.9%Worst dropSmaller is better−6.3%

13.8%VolatilityLower is calmer10.9%

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

1–7VLU wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%

2.6%GOOGLnot top 5

not top 5JPM1.5%

Held in common60.0%

End-of-day Nov 10, 2026 · share of each fund

IVV vs VLU Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

VLUSPDR

+12.4%

5 years, per year

IVVVLUFaded: behind in that period

0–4VLU wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs VLU

YTD

iSharesIVV

+10.9%

VLUSPDR

+19.3%

+10.9%Year to date+19.3%

−8.9%Worst drop · 1Y−6.3%

13.8%Volatility · 1Y10.9%

1.1%Yield1.6%

$872BAssets$790M

4–0VLU wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.60%highest, VLU

FundTrailing yieldYield$10k

VLU1.60%$160

IVV1.11%$111

QQQ0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$148most kept, VLU

VLU$160 − $12 = $148

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, VLU, QQQ

Today

60.0%most shared, IVV and VLU

IVVVLUQQQ

IVV—60.0%52.5%

VLU60.0%—25.2%

QQQ52.5%25.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.3%VLU, at 10.9% volatility

VLUWorst drop−6.3%10.9% vol

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VLUIVV

+19.3%Year to date+10.9%

1.6%Yield1.1%

+23.3%Past year+13.0%

0.12%Fee0.03%

3–1VLU wins

End-of-day Nov 10, 2026

Year to date

+10.2%

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

$107BAssets$464B

2–0QQQM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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IVV, VLU and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three