Compare · 3 funds side by side · dividends reinvested

SVAL, QQQ and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,092QQQ · best of the three

Story of the three · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the three · RiskSmallest drop

SVAL, QQQ 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%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.8

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$162M2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+12.8%+11.3%+23.9%+12.6%−14.8%21.6%$464B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: SVAL 2020 · QQQ 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,577

SVAL

QQQ

Invesco QQQ Trust, Series 1 · $464B$18,092

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

SVALMeasure

More Ways to See the Pairs

SVAL vs QQQ: Top 5 Holdings

Today

SVAL

4.1%in top 5

QQQ

in top 530.5%

SVALStockQQQ

not top 5AAPL8.5%

not top 5NVDA6.8%

not top 5MSFT6.6%

not top 5AMZN4.9%

not top 5AMD3.9%

Cost, Income and Risk

Fees: SVAL, QQQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

SVAL0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SVAL, QQQ, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.8%

QQQInvesco

+12.8%

TQQQ vs QQQ

YTD

ProSharesTQQQ

+15.3%

QQQInvesco

+12.8%

QQQ

+25.9%Year to dateJan 1 → Nov 11+12.8%

+30.9%1 yearTotal return+11.3%

+19.3%3 years · per year$10,000 became $16,990 · $19,018+23.9%

+7.8%5 years · per year$10,000 became $14,577 · $18,092+12.6%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

2.19%Trailing 12-mo yield$219 · $45 a year on $10k0.45%

−9.0%Worst dropSmaller is better−14.8%

15.5%VolatilityLower is calmer21.6%

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

5–3SVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SVAL vs QQQ Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

SVALQQQFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SVAL vs SPY

YTD

iSharesSVAL

+25.9%

SPYSPDR

+12.3%

+25.9%Year to date+12.3%

−9.0%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.7%

2.2%Yield1.0%

$162MAssets$793B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

SPY1.00%$100

QQQ0.45%$45

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

SPY$100 − $9 = $91

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SVAL, QQQ, SPY

Today

52.3%most shared, QQQ and SPY

SVALQQQSPY

SVAL—0.0%0.0%

QQQ0.0%—52.3%

SPY0.0%52.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

SPYWorst drop−8.9%13.7% vol

SVALWorst drop−9.0%15.5% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALQQQ

+25.9%Year to date+12.8%

2.2%Yield0.4%

+30.9%Past year+11.3%

0.20%Fee0.18%

3–1SVAL wins

End-of-day Nov 11, 2026

Year to date

+12.8%

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

$107BAssets$464B

1–0QQQM wins

End-of-day Nov 11, 2026

+15.3%Year to date+12.8%

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

$34.2BAssets$464B

1–1level

End-of-day Nov 11, 2026

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SVAL, QQQ and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three