Compare · 3 funds side by side · dividends reinvested

QQQ, SGOV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

QQQ, SGOV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: QQQ 1999 · SGOV 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $469B$17,509

QQQ

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

QQQMeasureSGOV

+7.2%Year to dateJan 1 → Nov 6+3.2%

+5.8%1 yearTotal return+3.8%

+23.2%3 years · per year$10,000 became $18,694 · $11,419+4.5%

+11.9%5 years · per year$10,000 became $17,509 · $12,090+3.9%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

0.47%Trailing 12-mo yield$47 · $363 a year on $10k3.63%

−14.8%Worst dropSmaller is better0.0%

21.3%VolatilityLower is calmer0.2%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQ vs SGOV: Top 5 Holdings

Today

QQQ

31.6%in top 5

SGOV

in top 5[…]

QQQStockSGOV

8.7%AAPLnot top 5

7.6%NVDAnot top 5

6.9%MSFTnot top 5

4.9%AMZNnot top 5

3.5%MUnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

QQQ vs SGOV Returns, Every Period

InvescoQQQ

+11.9%

5 years, per year

SGOViShares

+3.9%

5 years, per year

QQQSGOVFaded: behind in that period

4–0QQQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Bonds: QQQ vs SGOV

YTD

InvescoQQQ

+7.2%

SGOViShares

+3.2%

+7.2%Year to date+3.2%

−14.8%Worst drop · 1Y+0.0%

21.3%Volatility · 1Y0.2%

0.5%Yield3.6%

$469BAssets$117B

3–1SGOV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, SGOV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SGOV0.09%$9

QQQ0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QQQ, SGOV, SPYM

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

SPYM1.05%$105

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

SPYM$105 − $2 = $103

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QQQ, SGOV, SPYM

Today

52.1%most shared, QQQ and SPYM

QQQSGOVSPYM

QQQ—[…]52.1%

SGOV[…]—[…]

SPYM52.1%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

SPYMWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SGOVSPYM

+3.2%Year to date+8.8%

3.6%Yield1.1%

+3.8%Past year+9.8%

0.09%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026