Compare · 3 funds side by side · dividends reinvested

MBBA, QQQ and IVV

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

02 / 04

MBBA, QQQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.9

iShares Mortgage-Backed Securities Active ETFBonds & Cash · Mortgage0.26%3.59%[…][…][…][…][…][…]$773M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: MBBA 1998 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Mortgage-Backed Securities Active ETF · $773M[…]

MBBA

QQQ

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

$10,000 five years ago, dividends reinvested

MBBAMeasureQQQ

[…]Year to dateJan 1 → Nov 9+11.0%

[…]1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $19,011+23.9%

[…]5 years · per year$10,000 became […] · $18,068+12.6%

0.26%Expense ratio$26 · $18 a year on $10k · lower is better0.18%

3.59%Trailing 12-mo yield$359 · $46 a year on $10k0.46%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer21.5%

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

1–1Level

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

More Ways to See the Pairs

MBBA vs QQQ: Top 5 Holdings

Today

MBBA

[…]in top 5

QQQ

in top 531.4%

MBBAStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.7%

not top 5MSFT6.7%

not top 5AMZN4.8%

not top 5MU3.7%

Held in common[…]

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

MBBA vs QQQ Returns, Every Period

iSharesMBBA

[…]

past year

QQQInvesco

+11.6%

past year

Returns […]

MBBAQQQFaded: behind in that period

0–0Level

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

Bonds vs Core: MBBA vs IVV

YTD

iSharesMBBA

[…]

IVViShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

3.6%Yield1.1%

$773MAssets$853B

1–0MBBA wins

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

Cost, Income and Risk

Fees: MBBA, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

MBBA0.26%$26

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

Yields: MBBA, QQQ, IVV

3.59%highest, MBBA

FundTrailing yieldYield$10k

MBBA3.59%$359

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$333most kept, MBBA

MBBA$359 − $26 = $333

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: MBBA, QQQ, IVV

Today

52.4%most shared, QQQ and IVV

MBBAQQQIVV

MBBA—[…][…]

QQQ[…]—52.4%

IVV[…]52.4%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.5% vol

MBBAWorst drop[…][…]

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

Paid More vs Made More

YTD

MBBAIVV

[…]Year to date+11.3%

3.6%Yield1.1%

[…]Past year+13.6%

0.26%Fee0.03%

1–1level

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026