Compare · 3 funds side by side · dividends reinvested

TCAF, IVV and QQQ

TCAFT. Rowe Price×IVViShares×QQQInvesco×

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

02 / 04

TCAF, IVV and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$875B1.6

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: TCAF 2023 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Capital Appreciation Equity ETF · $7.9B[…]

TCAF

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

TCAFMeasureIVV

+13.1%Year to dateJan 1 → Nov 9+11.3%

+14.3%1 yearTotal return+13.6%

+20.4%3 years · per year$10,000 became $17,456 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.44%Trailing 12-mo yield$44 · $111 a year on $10k1.11%

−10.8%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.8%

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

3–4IVV wins

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

More Ways to See the Pairs

TCAF vs IVV: Top 5 Holdings

Today

TCAF

26.4%in top 5

IVV

in top 527.8%

TCAFStockIVV

not top 5AAPL7.9%

7.5%MSFT.NEnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

5.7%AMZN.NEnot top 5

5.1%NVDA.NEnot top 5

5.1%AAPL.MXnot top 5

not top 5AMZN4.0%

3.0%CNPnot top 5

not top 5GOOGL2.6%

Held in common8.0%

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

TCAF vs IVV Returns, Every Period

T. Rowe PriceTCAF

+14.3%

past year

IVViShares

+13.6%

past year

TCAFIVVFaded: behind in that period

2–1TCAF wins

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

Unsorted vs Core: TCAF vs IVV

YTD

T. Rowe PriceTCAF

+13.1%

IVViShares

+11.3%

+13.1%Year to date+11.3%

−10.8%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.8%

0.4%Yield1.1%

$7.9BAssets$875B

2–2level

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

Cost, Income and Risk

Fees: TCAF, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

TCAF0.31%$31

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

Yields: TCAF, IVV, QQQ

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

QQQ0.46%$46

TCAF0.44%$44

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

TCAF$44 − $31 = $13

KeptFee

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

Overlap: TCAF, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

TCAFIVVQQQ

TCAF—8.0%5.9%

IVV8.0%—52.4%

QQQ5.9%52.4%—

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

Return vs Bumpiness: 3 ETFs

+14.3%TCAF, at 13.2% volatility

TCAFWorst drop−10.8%13.2% vol

IVVWorst drop−8.9%13.8% 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

IVVTCAF

+11.3%Year to date+13.1%

1.1%Yield0.4%

+13.6%Past year+14.3%

0.03%Fee0.31%

2–2level

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$875B

0–0level

End-of-day Nov 9, 2026