Compare · 3 funds side by side · dividends reinvested

KBWD, IVV and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

KBWD, IVV 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.0

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: KBWD 2010 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $342M$9,094

KBWD

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

KBWDMeasureIVV

−12.9%Year to dateJan 1 → Nov 6+8.7%

−10.1%1 yearTotal return+9.8%

+4.1%3 years · per year$10,000 became $11,283 · $18,084+21.8%

−1.9%5 years · per year$10,000 became $9,094 · $17,177+11.4%

5.39%Expense ratio$539 · $3 a year on $10k · lower is better0.03%

15.99%Trailing 12-mo yield$1,599 · $114 a year on $10k1.14%

−23.4%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.6%

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

1–7IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWD vs IVV: Top 5 Holdings

Today

KBWD

20.0%in top 5

IVV

in top 527.8%

KBWDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.3%PMTnot top 5

4.1%IVRnot top 5

not top 5AMZN4.0%

3.9%ORCnot top 5

3.9%ARRnot top 5

3.8%AINVnot top 5

not top 5GOOGL2.6%

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

KBWD vs IVV Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

KBWDIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: KBWD vs IVV

YTD

InvescoKBWD

−12.9%

IVViShares

+8.7%

−12.9%Year to date+8.7%

−23.4%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.6%

16.0%Yield1.1%

$342MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

KBWD5.39%$539

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: KBWD, IVV, QQQ

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

IVV1.14%$114

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: KBWD, IVV, QQQ

Today

52.1%most shared, IVV and QQQ

KBWDIVVQQQ

KBWD—0.1%0.0%

IVV0.1%—52.1%

QQQ0.0%52.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

KBWDWorst drop−23.4%17.5% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDIVV

−12.9%Year to date+8.7%

16.0%Yield1.1%

−10.1%Past year+9.8%

5.39%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026