Compare · 3 funds side by side · dividends reinvested

USMF, IVV and QQQ

USMFWisdomTree×IVViShares×QQQInvesco×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,871QQQ · best of the three

Story of the three · IncomeMost incomeUSMF · 1.32% · $132 a year on $10k

Story of the three · RiskSmallest drop

USMF, 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%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+10.2%+11.2%+23.1%+12.3%−14.8%21.6%$464B2.1

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.32%−1.5%−0.2%+10.3%+5.7%−10.6%13.3%$232M2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: USMF 2017 · IVV 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. Multifactor Fund · $232M$13,175

USMF

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

USMFMeasure

More Ways to See the Pairs

USMF vs IVV: Top 5 Holdings

Today

USMF

15.1%in top 5

IVV

in top 527.3%

USMFStockIVV

4.9%AAPL7.9%

3.5%NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.6%GOOGL

Cost, Income and Risk

Fees: USMF, IVV, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

USMF0.28%$28

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

Yields: USMF, IVV, QQQ

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.3%

QQQInvesco

+10.2%

+10.3%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

IVV

−1.5%Year to dateJan 1 → Nov 10+10.9%

−0.2%1 yearTotal return+13.0%

+10.3%3 years · per year$10,000 became $13,401 · $17,934+21.5%

+5.7%5 years · per year$10,000 became $13,175 · $17,414+11.7%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

1.32%Trailing 12-mo yield$132 · $111 a year on $10k1.11%

−10.6%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.8%

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

2–6IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common32.5%

End-of-day Nov 10, 2026 · share of each fund

USMF vs IVV Returns, Every Period

5Y

WisdomTreeUSMF

+5.7%

5 years, per year

IVViShares

+11.7%

5 years, per year

USMFIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USMF vs IVV

YTD

WisdomTreeUSMF

−1.5%

IVViShares

+10.9%

−1.5%Year to date+10.9%

−10.6%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.8%

1.3%Yield1.1%

$232MAssets$872B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.32%highest, USMF

FundTrailing yieldYield$10k

USMF1.32%$132

IVV1.11%$111

QQQ0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

USMF$132 − $28 = $104

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: USMF, IVV, QQQ

Today

52.5%most shared, IVV and QQQ

USMFIVVQQQ

USMF—32.5%24.5%

IVV32.5%—52.5%

QQQ24.5%52.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

USMFWorst drop−10.6%13.3% vol

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

USMFIVV

−1.5%Year to date+10.9%

1.3%Yield1.1%

−0.2%Past year+13.0%

0.28%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.2%

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

$107BAssets$464B

2–0QQQM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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USMF, IVV and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three