Compare · 4 funds side by side · dividends reinvested

SQLV, QQQ, VO and IVV

SQLVFranklin Templeton×QQQInvesco×VOVanguard×IVViShares×

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

02 / 04

SQLV, QQQ, VO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B3.1

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: SQLV 2017 · QQQ 1999 · VO 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

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

QQQMeasureSQLV

+11.0%Year to dateJan 1 → Nov 9+23.7%

+11.6%1 yearTotal return+29.4%

+23.9%3 years · per year$10,000 became $19,011 · $15,678+16.2%

+12.6%5 years · per year$10,000 became $18,068 · $14,089+7.1%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.46%Trailing 12-mo yield$46 · $102 a year on $10k1.02%

−14.8%Worst dropSmaller is better−7.7%

21.5%VolatilityLower is calmer16.6%

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

3–5SQLV 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 SQLV: Top 5 Holdings

Today

QQQ

31.4%in top 5

SQLV

in top 54.9%

QQQStockSQLV

8.5%AAPLnot top 5

7.7%NVDAnot top 5

6.7%MSFTnot top 5

4.8%AMZNnot top 5

3.7%MUnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.0%

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

QQQ vs SQLV Returns, Every Period

InvescoQQQ

+12.6%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

QQQSQLVFaded: behind in that period

2–2Level

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

Core vs Stocks: QQQ vs VO

YTD

InvescoQQQ

+11.0%

VOVanguard

+13.6%

+11.0%Year to date+13.6%

−14.8%Worst drop · 1Y−8.2%

21.5%Volatility · 1Y13.1%

0.5%Yield1.4%

$446BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SQLV, QQQ, VO, IVV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVV0.03%$3

QQQ0.18%$18

SQLV0.60%$60

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

Yields: SQLV, QQQ, VO, IVV

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IVV1.11%$111

SQLV1.02%$102

QQQ0.46%$46

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IVV$111 − $3 = $108

SQLV$102 − $60 = $42

QQQ$46 − $18 = $28

KeptFee

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

Overlap: SQLV, QQQ, VO, IVV

Today

52.4%most shared, QQQ and IVV

SQLVQQQVOIVV

SQLV—0.0%0.0%0.0%

QQQ0.0%—9.2%52.4%

VO0.0%9.2%—16.1%

IVV0.0%52.4%16.1%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VOWorst drop−8.2%13.1% vol

IVVWorst drop−8.9%13.8% vol

SQLVWorst drop−7.7%16.6% 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

VOSQLV

+13.6%Year to date+23.7%

1.4%Yield1.0%

+15.6%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$875B

0–0level

End-of-day Nov 9, 2026