Compare · 3 funds side by side · dividends reinvested

SVAL, QQQ and VOO

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

02 / 04

SVAL, QQQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$158M2.0

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: SVAL 2020 · QQQ 1999 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $158M$14,844

SVAL

QQQ

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

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

SVALMeasureQQQ

+22.4%Year to dateJan 1 → Nov 6+7.2%

+27.6%1 yearTotal return+5.8%

+20.1%3 years · per year$10,000 became $17,331 · $18,694+23.2%

+8.2%5 years · per year$10,000 became $14,844 · $17,509+11.9%

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

2.25%Trailing 12-mo yield$225 · $47 a year on $10k0.47%

−9.0%Worst dropSmaller is better−14.8%

15.4%VolatilityLower is calmer21.3%

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

5–3SVAL wins

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

More Ways to See the Pairs

SVAL vs QQQ: Top 5 Holdings

Today

SVAL

4.2%in top 5

QQQ

in top 531.6%

SVALStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.9%MGNInot top 5

0.8%NSITnot top 5

0.8%FIVNnot top 5

Held in common0.0%

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

SVAL vs QQQ Returns, Every Period

iSharesSVAL

+8.2%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

SVALQQQFaded: behind in that period

2–2Level

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

Stocks vs Core: SVAL vs VOO

YTD

iSharesSVAL

+22.4%

VOOVanguard

+8.7%

+22.4%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.5%

2.2%Yield1.1%

$158MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: SVAL, QQQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QQQ0.18%$18

SVAL0.20%$20

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

Yields: SVAL, QQQ, VOO

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

VOO1.10%$110

QQQ0.47%$47

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VOO$110 − $3 = $107

QQQ$47 − $18 = $29

KeptFee

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

Overlap: SVAL, QQQ, VOO

Today

54.8%most shared, QQQ and VOO

SVALQQQVOO

SVAL—0.0%0.0%

QQQ0.0%—54.8%

VOO0.0%54.8%—

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

Return vs Bumpiness: 3 ETFs

+27.6%SVAL, at 15.4% volatility

VOOWorst drop−8.9%13.5% vol

SVALWorst drop−9.0%15.4% 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

SVALVOO

+22.4%Year to date+8.7%

2.2%Yield1.1%

+27.6%Past year+9.8%

0.20%Fee0.03%

3–1SVAL 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$853B

0–0level

End-of-day Nov 6, 2026