Compare · 3 funds side by side · dividends reinvested

IWF, SPY and QQQ

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

02 / 04

IWF, SPY and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWF 2000 · SPY 1993 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

IWFMeasureSPY

−2.5%Year to dateJan 1 → Nov 9+11.2%

−2.2%1 yearTotal return+13.5%

+19.8%3 years · per year$10,000 became $17,207 · $18,118+21.9%

+9.7%5 years · per year$10,000 became $15,892 · $17,493+11.8%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

0.38%Trailing 12-mo yield$38 · $101 a year on $10k1.01%

−14.6%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.7%

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

0–8SPY wins

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

More Ways to See the Pairs

IWF vs SPY: Top 5 Holdings

Today

IWF

39.7%in top 5

SPY

in top 527.8%

IWFStockSPY

14.3%NVDA7.1%

8.8%AAPL7.9%

6.5%MSFT6.2%

5.5%GOOGL2.6%

4.5%AVGOnot top 5

not top 5AMZN4.0%

Held in common55.9%

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

IWF vs SPY Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

IWFSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: IWF vs SPY

YTD

iSharesIWF

−2.5%

SPYSPDR

+11.2%

−2.5%Year to date+11.2%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.7%

0.4%Yield1.0%

$115BAssets$778B

4–0SPY wins

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

Cost, Income and Risk

Fees: IWF, SPY, QQQ

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWF0.18%$18

QQQ0.18%$18

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

Yields: IWF, SPY, QQQ

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

QQQ0.46%$46

IWF0.38%$38

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

IWF$38 − $18 = $20

KeptFee

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

Overlap: IWF, SPY, QQQ

Today

57.8%most shared, IWF and QQQ

IWFSPYQQQ

IWF—55.9%57.8%

SPY55.9%—52.4%

QQQ57.8%52.4%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% 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

SPYQQQ

+11.2%Year to date+11.0%

1.0%Yield0.5%

+13.5%Past year+11.6%

0.09%Fee0.18%

4–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026