Compare · 3 funds side by side · dividends reinvested

IVV, ZDIS and QQQ

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, ZDIS 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%$887B1.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B1.8

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$60M3.0

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 · ZDIS 2015 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60M[…]

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

IVVMeasureZDIS

+8.4%Year to dateJan 1 → Nov 5[…]

+9.7%1 yearTotal return[…]

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $75 a year on $10k · lower is better0.75%

1.14%Trailing 12-mo yield$114 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–0IVV wins

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

More Ways to See the Pairs

IVV vs ZDIS: Top 5 Holdings

Today

IVV

27.7%in top 5

ZDIS

in top 538.7%

IVVStockZDIS

not top 5TSLA9.3%

not top 5SHOP8.9%

7.3%NVDA8.6%

7.7%AAPLnot top 5

not top 5MELI6.6%

6.2%MSFTnot top 5

not top 5SNOW5.2%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common13.5%

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

IVV vs ZDIS Returns, Every Period

iSharesIVV

+9.7%

past year

ZDISVirtus

[…]

past year

Returns […]

IVVZDISFaded: behind in that period

0–0Level

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

IVV vs QQQ

YTD

iSharesIVV

+8.4%

QQQInvesco

+5.7%

+8.4%Year to date+5.7%

−8.9%Worst drop · 1Y−14.8%

13.6%Volatility · 1Y21.3%

1.1%Yield0.5%

$887BAssets$465B

4–0IVV wins

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

Cost, Income and Risk

Fees: IVV, ZDIS, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

ZDIS0.75%$75

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

Yields: IVV, ZDIS, QQQ

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

QQQ0.48%$48

ZDIS0.00%$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

ZDIS$0 − $75 = −$75

KeptFee

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

Overlap: IVV, ZDIS, QQQ

Today

52.8%most shared, IVV and QQQ

IVVZDISQQQ

IVV—13.5%52.8%

ZDIS13.5%—21.3%

QQQ52.8%21.3%—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

ZDISWorst drop[…][…]

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

Paid More vs Made More

YTD

IVVQQQ

+8.4%Year to date+5.7%

1.1%Yield0.5%

+9.7%Past year+5.0%

0.03%Fee0.18%

4–0IVV wins

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