Compare · 2 funds side by side · dividends reinvested

IWD and QQQ

IWDiShares×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,068QQQ · best of the two

02 / 04

IWD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWD 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $84.7B$17,456

IWD

QQQ

Invesco QQQ Trust, Series 1 · $446B$18,068

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

IWDMeasureQQQ

+26.2%Year to dateJan 1 → Nov 9+11.0%

+31.3%1 yearTotal return+11.6%

+22.7%3 years · per year$10,000 became $18,456 · $19,011+23.9%

+11.8%5 years · per year$10,000 became $17,456 · $18,068+12.6%

0.18%Expense ratio$18 · $18 a year on $10k · lower is better0.18%

1.34%Trailing 12-mo yield$134 · $46 a year on $10k0.46%

−6.8%Worst dropSmaller is better−14.8%

11.7%VolatilityLower is calmer21.5%

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

5–2IWD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs QQQ: Top 5 Holdings

Today

IWD

22.6%in top 5

QQQ

in top 531.4%

IWDStockQQQ

6.0%AAPL8.5%

not top 5NVDA7.7%

5.2%MSFT6.7%

6.1%AMZN4.8%

not top 5MU3.7%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common28.4%

End-of-day Nov 9, 2026 · share of each fund

IWD vs QQQ Returns, Every Period

iSharesIWD

+11.8%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

IWDQQQFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWD vs QQQ

YTD

iSharesIWD

+26.2%

QQQInvesco

+11.0%

+26.2%Year to date+11.0%

−6.8%Worst drop · 1Y−14.8%

11.7%Volatility · 1Y21.5%

1.3%Yield0.5%

$84.7BAssets$446B

4–0IWD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, QQQ

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

QQQ0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWD, QQQ

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWD, QQQ

Today

28.4%most shared, IWD and QQQ

IWDQQQ

IWD—28.4%

QQQ28.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWDQQQ

+26.2%Year to date+11.0%

1.3%Yield0.5%

+31.3%Past year+11.6%

0.18%Fee0.18%

3–0IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026