Compare · 3 funds side by side · dividends reinvested

ROAM, QQQ and IVV

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

02 / 04

ROAM, QQQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.55%+14.8%+16.8%+22.0%+10.9%−12.0%18.5%$101M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.4

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: ROAM 2015 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Emerging Markets ETF · $101M$16,809

ROAM

QQQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ROAMMeasureQQQ

+14.8%Year to dateJan 1 → Nov 6+7.2%

+16.8%1 yearTotal return+5.8%

+22.0%3 years · per year$10,000 became $18,143 · $18,694+23.2%

+10.9%5 years · per year$10,000 became $16,809 · $17,509+11.9%

0.44%Expense ratio$44 · $18 a year on $10k · lower is better0.18%

2.55%Trailing 12-mo yield$255 · $47 a year on $10k0.47%

−12.0%Worst dropSmaller is better−14.8%

18.5%VolatilityLower is calmer21.3%

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

5–3ROAM wins

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

More Ways to See the Pairs

ROAM vs QQQ: Top 5 Holdings

Today

ROAM

5.4%in top 5

QQQ

in top 531.6%

ROAMStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

1.1%TECHM.BOnot top 5

1.1%TCS.BOnot top 5

1.1%INFYnot top 5

1.0%2379.TWnot top 5

1.0%2222.SRnot top 5

Held in common0.0%

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

ROAM vs QQQ Returns, Every Period

HartfordROAM

+10.9%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

ROAMQQQFaded: behind in that period

2–2Level

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

International vs Core: ROAM vs IVV

YTD

HartfordROAM

+14.8%

IVViShares

+8.7%

+14.8%Year to date+8.7%

−12.0%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.6%

2.5%Yield1.1%

$101MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: ROAM, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

ROAM0.44%$44

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

Yields: ROAM, QQQ, IVV

2.55%highest, ROAM

FundTrailing yieldYield$10k

ROAM2.55%$255

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$211most kept, ROAM

ROAM$255 − $44 = $211

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: ROAM, QQQ, IVV

Today

52.1%most shared, QQQ and IVV

ROAMQQQIVV

ROAM—0.0%0.0%

QQQ0.0%—52.1%

IVV0.0%52.1%—

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

Return vs Bumpiness: 3 ETFs

+16.8%ROAM, at 18.5% volatility

IVVWorst drop−8.9%13.6% vol

ROAMWorst drop−12.0%18.5% 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

ROAMIVV

+14.8%Year to date+8.7%

2.5%Yield1.1%

+16.8%Past year+9.8%

0.44%Fee0.03%

3–1ROAM 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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026