Compare · 4 funds side by side · dividends reinvested

QQQ, TIZE, SCHD and SPY

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

02 / 04

QQQ, TIZE, SCHD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

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%$778B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.5

Rank among the four1st → 4thFee, 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 · TIZE 2021 · SCHD 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

TCW Securitized Income ETF · $31M[…]

TIZE

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested

TIZEMeasureSPY

[…]Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

0.76%Trailing 12-mo yield$76 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

0–2SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TIZE vs SPY: Top 5 Holdings

Today

TIZE

[…]in top 5

SPY

in top 527.8%

TIZEStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

TIZE vs SPY Returns, Every Period

TCWTIZE

[…]

past year

SPYSPDR

+13.5%

past year

Returns […]

TIZESPYFaded: behind in that period

0–0Level

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

TIZE vs SCHD

YTD

TCWTIZE

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.8%Yield3.0%

$30.8MAssets$120B

1–0SCHD wins

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

Cost, Income and Risk

Fees: QQQ, TIZE, SCHD, SPY

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

QQQ0.18%$18

TIZE0.40%$40

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

Yields: QQQ, TIZE, SCHD, SPY

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SPY1.01%$101

TIZE0.76%$76

QQQ0.46%$46

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SPY$101 − $9 = $92

TIZE$76 − $40 = $36

QQQ$46 − $18 = $28

KeptFee

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

Overlap: QQQ, TIZE, SCHD, SPY

Today

52.4%most shared, QQQ and SPY

QQQTIZESCHDSPY

QQQ—[…]5.6%52.4%

TIZE[…]—[…][…]

SCHD5.6%[…]—8.6%

SPY52.4%[…]8.6%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.5% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDSPY

+33.2%Year to date+11.2%

3.0%Yield1.0%

+39.1%Past year+13.5%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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