Compare · 3 funds side by side · dividends reinvested

QQQ, SPYM and IWF

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, SPYM and IWF, 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%$182B1.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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 · SPYM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

QQQMeasureSPYM

+7.2%Year to dateJan 1 → Nov 6+8.8%

+5.8%1 yearTotal return+9.8%

+23.2%3 years · per year$10,000 became $18,694 · $18,082+21.8%

+11.9%5 years · per year$10,000 became $17,509 · $17,192+11.4%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

0.47%Trailing 12-mo yield$47 · $105 a year on $10k1.05%

−14.8%Worst dropSmaller is better−8.9%

21.3%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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 SPYM: Top 5 Holdings

Today

QQQ

31.6%in top 5

SPYM

in top 527.8%

QQQStockSPYM

8.7%AAPL7.9%

7.6%NVDA6.9%

6.9%MSFT6.3%

4.9%AMZN4.0%

3.5%MUnot top 5

not top 5GOOGL2.6%

Held in common52.1%

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

QQQ vs SPYM Returns, Every Period

InvescoQQQ

+11.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

QQQSPYMFaded: behind in that period

2–2Level

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

QQQ vs SPYM

YTD

InvescoQQQ

+7.2%

SPYMSPDR

+8.8%

+7.2%Year to date+8.8%

−14.8%Worst drop · 1Y−8.9%

21.3%Volatility · 1Y13.6%

0.5%Yield1.1%

$469BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: QQQ, SPYM, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QQQ0.18%$18

IWF0.18%$18

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

Yields: QQQ, SPYM, IWF

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

QQQ0.47%$47

IWF0.39%$39

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

QQQ$47 − $18 = $29

IWF$39 − $18 = $21

KeptFee

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

Overlap: QQQ, SPYM, IWF

Today

57.7%most shared, QQQ and IWF

QQQSPYMIWF

QQQ—52.1%57.7%

SPYM52.1%—55.7%

IWF57.7%55.7%—

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

SPYMWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.4% 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

SPYMQQQ

+8.8%Year to date+7.2%

1.1%Yield0.5%

+9.8%Past year+5.8%

0.02%Fee0.18%

4–0SPYM 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026