Compare · 3 funds side by side · dividends reinvested

PFXF, QQQ and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

PFXF, 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%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFXF 2012 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

PFXF

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFXFMeasureIVV

−0.8%Year to dateJan 1 → Nov 4+13.4%

+0.8%1 yearTotal return+13.5%

+9.7%3 years · per year$10,000 became $13,212 · $19,178+24.2%

+1.8%5 years · per year$10,000 became $10,941 · $18,118+12.6%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

6.40%Trailing 12-mo yield$640 · $109 a year on $10k1.09%

−11.1%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer12.9%

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

2–6IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs IVV: Top 5 Holdings

Today

PFXF

23.5%in top 5

IVV

in top 527.3%

PFXFStockIVV

not top 5NVDA7.7%

7.5%STRCnot top 5

not top 5AAPL7.4%

not top 5MSFT5.9%

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PFXF vs IVV Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

IVViShares

+12.6%

5 years, per year

PFXFIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: PFXF vs IVV

YTD

VanEckPFXF

−0.8%

IVViShares

+13.4%

−0.8%Year to date+13.4%

−11.1%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y12.9%

6.4%Yield1.1%

$2.2BAssets$887B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

PFXF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFXF, QQQ, IVV

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

IVV1.09%$109

QQQ0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

IVV$109 − $3 = $106

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFXF, QQQ, IVV

Today

52.8%most shared, QQQ and IVV

PFXFQQQIVV

PFXF—0.0%0.0%

QQQ0.0%—52.8%

IVV0.0%52.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

PFXFWorst drop−11.1%11.1% vol

IVVWorst drop−8.9%12.9% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFIVV

−0.8%Year to date+13.4%

6.4%Yield1.1%

+0.8%Past year+13.5%

0.40%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026