Compare · 3 funds side by side · dividends reinvested

PAPI, QQQ and IVV

PAPIEaton Vance×QQQInvesco×IVViShares×

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

02 / 04

PAPI, QQQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M1.6

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%$875B1.9

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: PAPI 2023 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 52.4% in common

QQQMeasureIVV

+11.0%Year to dateJan 1 → Nov 9+11.3%

+11.6%1 yearTotal return+13.6%

+23.9%3 years · per year$10,000 became $19,011 · $18,159+22.0%

+12.6%5 years · per year$10,000 became $18,068 · $17,545+11.9%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.46%Trailing 12-mo yield$46 · $111 a year on $10k1.11%

−14.8%Worst dropSmaller is better−8.9%

21.5%VolatilityLower is calmer13.8%

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

2–6IVV wins

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

More Ways to See the Pairs

QQQ vs IVV: Top 5 Holdings

Today

QQQ

31.4%in top 5

IVV

in top 527.8%

QQQStockIVV

8.5%AAPL7.9%

7.7%NVDA7.1%

6.7%MSFT6.2%

4.8%AMZN4.0%

3.7%MUnot top 5

not top 5GOOGL2.6%

Held in common52.4%

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

QQQ vs IVV Returns, Every Period

InvescoQQQ

+12.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

QQQIVVFaded: behind in that period

2–2Level

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

Core vs Income: QQQ vs PAPI

YTD

InvescoQQQ

+11.0%

PAPIEaton Vance

+18.2%

+11.0%Year to date+18.2%

−14.8%Worst drop · 1Y−6.9%

21.5%Volatility · 1Y10.5%

0.5%Yield7.3%

$446BAssets$551M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

PAPI0.29%$29

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

Yields: PAPI, QQQ, IVV

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: PAPI, QQQ, IVV

Today

52.4%most shared, QQQ and IVV

PAPIQQQIVV

PAPI—7.2%17.4%

QQQ7.2%—52.4%

IVV17.4%52.4%—

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

Return vs Bumpiness: 3 ETFs

+21.7%PAPI, at 10.5% volatility

PAPIWorst drop−6.9%10.5% vol

IVVWorst drop−8.9%13.8% 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

PAPIIVV

+18.2%Year to date+11.3%

7.3%Yield1.1%

+21.7%Past year+13.6%

0.29%Fee0.03%

3–1PAPI 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