Compare · 3 funds side by side · dividends reinvested

MVAL, 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

MVAL, 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%$875B1.6

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.52%+14.5%+21.6%[…][…]−12.2%15.2%$3M1.7

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.4

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: MVAL 2024 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

QQQ

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

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

MVALMeasureQQQ

+14.5%Year to dateJan 1 → Nov 9+11.0%

+21.6%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%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

1.52%Trailing 12-mo yield$152 · $46 a year on $10k0.46%

−12.2%Worst dropSmaller is better−14.8%

15.2%VolatilityLower is calmer21.5%

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

5–1MVAL wins

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

More Ways to See the Pairs

MVAL vs QQQ: Top 5 Holdings

Today

MVAL

24.7%in top 5

QQQ

in top 531.4%

MVALStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.7%

not top 5MSFT6.7%

5.2%GEHCnot top 5

5.0%BRnot top 5

4.9%DHRnot top 5

4.8%BF-Bnot top 5

4.8%ZBHnot top 5

not top 5AMZN4.8%

not top 5MU3.7%

Held in common12.5%

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

MVAL vs QQQ Returns, Every Period

VanEckMVAL

+21.6%

past year

QQQInvesco

+11.6%

past year

MVALQQQFaded: behind in that period

2–0MVAL wins

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

Stocks vs Core: MVAL vs IVV

YTD

VanEckMVAL

+14.5%

IVViShares

+11.3%

+14.5%Year to date+11.3%

−12.2%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.8%

1.5%Yield1.1%

$3.0MAssets$875B

2–2level

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

Cost, Income and Risk

Fees: MVAL, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

MVAL0.50%$50

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

Yields: MVAL, QQQ, IVV

1.52%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.52%$152

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

MVAL$152 − $50 = $102

QQQ$46 − $18 = $28

KeptFee

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

Overlap: MVAL, QQQ, IVV

Today

52.4%most shared, QQQ and IVV

MVALQQQIVV

MVAL—12.5%10.1%

QQQ12.5%—52.4%

IVV10.1%52.4%—

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

Return vs Bumpiness: 3 ETFs

+21.6%MVAL, at 15.2% volatility

IVVWorst drop−8.9%13.8% vol

MVALWorst drop−12.2%15.2% 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

MVALIVV

+14.5%Year to date+11.3%

1.5%Yield1.1%

+21.6%Past year+13.6%

0.50%Fee0.03%

3–1MVAL 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026