IVV vs QQQ

AIVV

BQQQ

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common52.1%IVV and QQQ

IVV

QQQ

iShares Core S&P 500 ETF · $853BInvesco QQQ Trust, Series 1 · $469B

+21.8%3 years · per year$18,084 · $18,694+23.2%

+11.4%5 years · per year$17,177 · $17,509+11.9%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.14%12-mo yield$114 · $47 on $10k0.47%

−8.9%Worst dropSmaller wins−14.8%

13.6%VolatilityLower wins21.3%

4–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · QQQ

7.9%AAPL8.7%

6.9%NVDA7.6%

6.3%MSFT6.9%

4.0%AMZN4.9%

Held in common52.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs QQQ

IVV

iShares Core S&P 500

$17,177

QQQ

Invesco QQQ Trust

$17,509

MeasureIVVQQQ

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.14%0.47%

5 years, per year+11.4%+11.9%

3 years, per year+21.8%+23.2%

Worst drop · 1Y−8.9%−14.8%

Volatility · 1Y13.6%21.3%

4–2measures won
IVV first

52.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

Overlap: CSSD, QQQ, IVV, BND

Today

52.1%most shared, QQQ and IVV

CSSDQQQIVVBND

CSSD—0.0%0.0%[…]

QQQ0.0%—52.1%[…]

IVV0.0%52.1%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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