Compare · 3 funds side by side · dividends reinvested

IVV, WCBR and QQQ

IVViShares×WCBRWisdomTree×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

IVV, WCBR 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · WCBR 2021 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,639

WCBR

IVV

iShares Core S&P 500 ETF · $887B$17,151

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

WCBRMeasureIVV

+50.7%Year to dateJan 1 → Nov 5+8.4%

+37.3%1 yearTotal return+9.7%

+29.2%3 years · per year$10,000 became $21,545 · $18,221+22.1%

+7.9%5 years · per year$10,000 became $14,639 · $17,151+11.4%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

−29.1%Worst dropSmaller is better−8.9%

41.4%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

WCBR vs IVV: Top 5 Holdings

Today

WCBR

30.4%in top 5

IVV

in top 527.7%

WCBRStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

7.0%ZSnot top 5

not top 5MSFT6.2%

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.2%

End-of-day Nov 5, 2026 · share of each fund

WCBR vs IVV Returns, Every Period

WisdomTreeWCBR

+7.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

WCBRIVVFaded: behind in that period

3–1WCBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: WCBR vs IVV

YTD

WisdomTreeWCBR

+50.7%

IVViShares

+8.4%

+50.7%Year to date+8.4%

−29.1%Worst drop · 1Y−8.9%

41.4%Volatility · 1Y13.6%

0.0%Yield1.1%

$213MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, WCBR, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

WCBR0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, WCBR, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

QQQ0.48%$48

WCBR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, WCBR, QQQ

Today

52.8%most shared, IVV and QQQ

IVVWCBRQQQ

IVV—1.2%52.8%

WCBR1.2%—3.1%

QQQ52.8%3.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.3%WCBR, at 41.4% volatility

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

WCBRWorst drop−29.1%41.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVWCBR

+8.4%Year to date+50.7%

1.1%Yield0.0%

+9.7%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026