Compare · 2 funds side by side · dividends reinvested

SVAL and QQQ

SVALiShares×QQQInvesco×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,806QQQ · best of the two

Story of the two · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the two · RiskSmallest drop

SVAL and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+12.4%+11.2%+23.4%+12.2%−14.8%21.6%$474B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SVAL 2020 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco QQQ Trust, Series 1 · $474B$17,806

QQQ

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,574

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

QQQMeasureSVAL

+12.4%

More Ways to See the Pairs

QQQ vs SVAL: Top 5 Holdings

Today

QQQ

30.3%in top 5

SVAL

in top 54.2%

QQQStockSVAL

8.4%AAPLnot top 5

6.8%NVDAnot top 5

6.3%MSFTnot top 5

4.7%AMZNnot top 5

4.1%MUnot top 5

Cost, Income and Risk

Fees: SVAL, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SVAL, QQQ

1Y

2.20%highest, SVAL

FundTrailing yieldYield

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+12.4%

QQQInvesco

+12.4%

+12.4%Year to date+12.4%

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

$109BAssets$474B

1–0QQQM wins

End-of-day Nov 12, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+14.3%

QQQInvesco

+12.4%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 12

+25.0%

+11.2%1 yearTotal return+29.4%

+23.4%3 years · per year$10,000 became $18,779 · $17,116+19.6%

+12.2%5 years · per year$10,000 became $17,806 · $14,574+7.8%

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.45%Trailing 12-mo yield$45 · $220 a year on $10k2.20%

−14.8%Worst dropSmaller is better−9.0%

21.6%VolatilityLower is calmer15.5%

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

3–5SVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

QQQ vs SVAL Returns, Every Period

5Y

InvescoQQQ

+12.2%

5 years, per year

SVALiShares

+7.8%

5 years, per year

QQQSVALFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Stocks: QQQ vs SVAL

YTD

InvescoQQQ

+12.4%

SVALiShares

+25.0%

+12.4%Year to date+25.0%

−14.8%Worst drop · 1Y−9.0%

21.6%Volatility · 1Y15.5%

0.4%Yield2.2%

$474BAssets$163M

4–0SVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SVAL2.20%$220

QQQ0.45%$45

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SVAL, QQQ

Today

0.0%most shared, SVAL and QQQ

SVALQQQ

SVAL—0.0%

QQQ0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALQQQ

+25.0%Year to date+12.4%

2.2%Yield0.4%

+29.4%Past year+11.2%

0.20%Fee0.18%

3–1SVAL wins

End-of-day Nov 12, 2026

+14.3%Year to date+12.4%

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

$33.7BAssets$474B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SVAL and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two