IVV vs IWM

AIVV

BIWM

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%IVV and IWM

IVV

IWM

iShares Core S&P 500 ETF · $853BiShares Russell 2000 ETF · $76.6B

+21.8%3 years · per year$18,084 · $17,192+19.8%

+11.4%5 years · per year$17,177 · $12,844+5.1%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.14%12-mo yield$114 · $97 on $10k0.97%

−8.9%Worst dropSmaller wins−11.1%

13.6%VolatilityLower wins18.8%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IWM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
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	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
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	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs IWM

IVV

iShares Core S&P 500

$17,177

IWM

iShares Russell 2000

$12,844

MeasureIVVIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.14%0.97%

5 years, per year+11.4%+5.1%

3 years, per year+21.8%+19.8%

Worst drop · 1Y−8.9%−11.1%

Volatility · 1Y13.6%18.8%

6–0measures won
IVV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, IWM, QQQ

Today

52.1%most shared, IVV and QQQ

IVVIWMQQQ

IVV—0.0%52.1%

IWM0.0%—0.0%

QQQ52.1%0.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IWM$97 − $19 = $78

QQQ$46 − $18 = $28

KeptFee

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