Compare · 3 funds side by side · dividends reinvested

QQQ, WCMI and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

QQQ, WCMI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.56%+9.1%+10.8%[…][…]−12.5%20.5%$2.1B2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: QQQ 1999 · WCMI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $465B$18,763

QQQ

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

QQQMeasureSPY

+13.0%Year to dateJan 1 → Nov 4+13.3%

+10.0%1 yearTotal return+13.4%

+26.3%3 years · per year$10,000 became $20,153 · $19,132+24.1%

+13.4%5 years · per year$10,000 became $18,763 · $18,060+12.6%

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

0.45%Trailing 12-mo yield$45 · $99 a year on $10k0.99%

−11.7%Worst dropSmaller is better−8.9%

20.3%VolatilityLower is calmer12.9%

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

2–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQ vs SPY: Top 5 Holdings

Today

QQQ

31.2%in top 5

SPY

in top 527.3%

QQQStockSPY

8.1%NVDA7.7%

7.9%AAPL7.4%

6.3%MSFT5.9%

4.4%AMZN3.8%

4.4%MUnot top 5

not top 5GOOGL2.5%

Held in common52.8%

End-of-day Nov 4, 2026 · share of each fund

QQQ vs SPY Returns, Every Period

InvescoQQQ

+13.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

QQQSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

QQQ vs SPY

YTD

InvescoQQQ

+13.0%

SPYSPDR

+13.3%

+13.0%Year to date+13.3%

−11.7%Worst drop · 1Y−8.9%

20.3%Volatility · 1Y12.9%

0.4%Yield1.0%

$465BAssets$805B

4–0SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, WCMI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

WCMI0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QQQ, WCMI, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

WCMI0.56%$56

QQQ0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

QQQ$45 − $18 = $27

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QQQ, WCMI, SPY

Today

52.8%most shared, QQQ and SPY

QQQWCMISPY

QQQ—0.2%52.8%

WCMI0.2%—0.2%

SPY52.8%0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

QQQWorst drop−11.7%20.3% vol

WCMIWorst drop−12.5%20.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYQQQ

+13.3%Year to date+13.0%

1.0%Yield0.4%

+13.4%Past year+10.0%

0.09%Fee0.18%

4–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026