Compare · 3 funds side by side · dividends reinvested

QQQ, VTV 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, VTV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

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%$778B2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.5

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 · VTV 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

QQQMeasureVTV

+11.0%Year to dateJan 1 → Nov 9+20.9%

+11.6%1 yearTotal return+25.4%

+23.9%3 years · per year$10,000 became $19,011 · $17,700+21.0%

+12.6%5 years · per year$10,000 became $18,068 · $17,865+12.3%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.46%Trailing 12-mo yield$46 · $183 a year on $10k1.83%

−14.8%Worst dropSmaller is better−6.4%

21.5%VolatilityLower is calmer10.8%

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

2–6VTV 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 VTV: Top 5 Holdings

Today

QQQ

31.4%in top 5

VTV

in top 515.8%

QQQStockVTV

8.5%AAPLnot top 5

7.7%NVDAnot top 5

6.7%MSFTnot top 5

4.8%AMZNnot top 5

3.7%MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common17.7%

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

QQQ vs VTV Returns, Every Period

InvescoQQQ

+12.6%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

QQQVTVFaded: behind in that period

2–2Level

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

Core vs Stocks: QQQ vs VTV

YTD

InvescoQQQ

+11.0%

VTVVanguard

+20.9%

+11.0%Year to date+20.9%

−14.8%Worst drop · 1Y−6.4%

21.5%Volatility · 1Y10.8%

0.5%Yield1.8%

$446BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: QQQ, VTV, SPY

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SPY0.09%$9

QQQ0.18%$18

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

Yields: QQQ, VTV, SPY

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SPY1.01%$101

QQQ0.46%$46

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

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

Overlap: QQQ, VTV, SPY

Today

52.4%most shared, QQQ and SPY

QQQVTVSPY

QQQ—17.7%52.4%

VTV17.7%—43.7%

SPY52.4%43.7%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SPYWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.5% vol

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

Paid More vs Made More

YTD

VTVSPY

+20.9%Year to date+11.2%

1.8%Yield1.0%

+25.4%Past year+13.5%

0.03%Fee0.09%

4–0VTV 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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026