Compare · 3 funds side by side · dividends reinvested

QQQ, SCHD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,625QQQ · best of the three

02 / 04

QQQ, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.6%+11.9%+24.1%+12.2%−8.9%12.8%$872B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+11.9%+9.4%+26.4%+13.2%−11.7%20.3%$461B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: QQQ 1999 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $461B$18,625

QQQ

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

QQQMeasureSCHD

+11.9%Year to dateJan 1 → Nov 3+32.8%

+9.4%1 yearTotal return+37.6%

+26.4%3 years · per year$10,000 became $20,184 · $17,784+21.2%

+13.2%5 years · per year$10,000 became $18,625 · $16,352+10.3%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

0.45%Trailing 12-mo yield$45 · $297 a year on $10k2.97%

−11.7%Worst dropSmaller is better−6.9%

20.3%VolatilityLower is calmer11.4%

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

2–6SCHD wins

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

More Ways to See the Pairs

QQQ vs SCHD: Top 5 Holdings

Today

QQQ

31.0%in top 5

SCHD

in top 521.4%

QQQStockSCHD

8.1%AAPLnot top 5

8.0%NVDAnot top 5

6.2%MSFTnot top 5

not top 5TXN4.6%

4.4%AMZNnot top 5

not top 5PG4.3%

4.3%MUnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common5.4%

End-of-day Nov 3, 2026 · share of each fund

QQQ vs SCHD Returns, Every Period

InvescoQQQ

+13.2%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

QQQSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: QQQ vs SCHD

YTD

InvescoQQQ

+11.9%

SCHDSchwab

+32.8%

+11.9%Year to date+32.8%

−11.7%Worst drop · 1Y−6.9%

20.3%Volatility · 1Y11.4%

0.5%Yield3.0%

$461BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

QQQ0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QQQ, SCHD, IVV

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

IVV1.11%$111

QQQ0.45%$45

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IVV$111 − $3 = $108

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QQQ, SCHD, IVV

Today

53.0%most shared, QQQ and IVV

QQQSCHDIVV

QQQ—5.4%53.0%

SCHD5.4%—8.4%

IVV53.0%8.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

IVVWorst drop−8.9%12.8% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDQQQ

+32.8%Year to date+11.9%

3.0%Yield0.5%

+37.6%Past year+9.4%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

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

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026