Compare · 3 funds side by side · dividends reinvested

QQQ, DFII and SPY

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

02 / 04

QQQ, DFII and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.4

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

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.45%−16.7%−26.5%[…][…]−42.6%41.9%$20M2.7

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: QQQ 1999 · DFII 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

QQQMeasureDFII

+11.0%Year to dateJan 1 → Nov 9−16.7%

+11.6%1 yearTotal return−26.5%

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

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

0.18%Expense ratio$18 · $85 a year on $10k · lower is better0.85%

0.46%Trailing 12-mo yield$46 · $2,045 a year on $10k20.45%

−14.8%Worst dropSmaller is better−42.6%

21.5%VolatilityLower is calmer41.9%

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

5–1QQQ 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 DFII: Top 5 Holdings

Today

QQQ

31.4%in top 5

DFII

in top 5[…]

QQQStockDFII

8.5%AAPLnot top 5

7.7%NVDAnot top 5

6.7%MSFTnot top 5

4.8%AMZNnot top 5

3.7%MUnot top 5

Held in common[…]

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

QQQ vs DFII Returns, Every Period

InvescoQQQ

+11.6%

past year

DFIIFirst Trust

−26.5%

past year

QQQDFIIFaded: behind in that period

2–0QQQ wins

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

Core vs Income: QQQ vs DFII

YTD

InvescoQQQ

+11.0%

DFIIFirst Trust

−16.7%

+11.0%Year to date−16.7%

−14.8%Worst drop · 1Y−42.6%

21.5%Volatility · 1Y41.9%

0.5%Yield20.5%

$446BAssets$19.7M

3–1QQQ wins

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

Cost, Income and Risk

Fees: QQQ, DFII, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

DFII0.85%$85

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

Yields: QQQ, DFII, SPY

20.45%highest, DFII

FundTrailing yieldYield$10k

DFII20.45%$2,045

SPY1.01%$101

QQQ0.46%$46

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

Income After Fees on $10,000

$1,960most kept, DFII

DFII$2,045 − $85 = $1,960

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

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

Overlap: QQQ, DFII, SPY

Today

52.4%most shared, QQQ and SPY

QQQDFIISPY

QQQ—[…]52.4%

DFII[…]—[…]

SPY52.4%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.5% vol

DFIIWorst drop−42.6%41.9% vol

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

Paid More vs Made More

YTD

DFIISPY

−16.7%Year to date+11.2%

20.5%Yield1.0%

−26.5%Past year+13.5%

0.85%Fee0.09%

3–1SPY 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

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026