Compare · 3 funds side by side · dividends reinvested

SIZE, QQQ and VOO

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

02 / 04

SIZE, QQQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$425M1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

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: SIZE 2013 · QQQ 1999 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $425M$14,354

SIZE

QQQ

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

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

SIZEMeasureQQQ

+13.4%Year to dateJan 1 → Nov 9+11.0%

+16.0%1 yearTotal return+11.6%

+18.1%3 years · per year$10,000 became $16,483 · $19,011+23.9%

+7.5%5 years · per year$10,000 became $14,354 · $18,068+12.6%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.36%Trailing 12-mo yield$136 · $46 a year on $10k0.46%

−8.0%Worst dropSmaller is better−14.8%

13.4%VolatilityLower is calmer21.5%

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

6–2SIZE wins

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

More Ways to See the Pairs

SIZE vs QQQ: Top 5 Holdings

Today

SIZE

1.9%in top 5

QQQ

in top 531.4%

SIZEStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.7%

not top 5MSFT6.7%

not top 5AMZN4.8%

not top 5MU3.7%

0.4%SNnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common15.3%

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

SIZE vs QQQ Returns, Every Period

iSharesSIZE

+7.5%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

SIZEQQQFaded: behind in that period

2–2Level

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

Stocks vs Core: SIZE vs VOO

YTD

iSharesSIZE

+13.4%

VOOVanguard

+11.3%

+13.4%Year to date+11.3%

−8.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.7%

1.4%Yield1.1%

$425MAssets$1.00T

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, QQQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SIZE0.15%$15

QQQ0.18%$18

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

Yields: SIZE, QQQ, VOO

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

VOO1.07%$107

QQQ0.46%$46

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

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

VOO$107 − $3 = $104

QQQ$46 − $18 = $28

KeptFee

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

Overlap: SIZE, QQQ, VOO

Today

54.9%most shared, QQQ and VOO

SIZEQQQVOO

SIZE—15.3%39.9%

QQQ15.3%—54.9%

VOO39.9%54.9%—

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

Return vs Bumpiness: 3 ETFs

+16.0%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

VOOWorst 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

SIZEVOO

+13.4%Year to date+11.3%

1.4%Yield1.1%

+16.0%Past year+13.6%

0.15%Fee0.03%

3–1SIZE 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026