Overview
- IVV’s fee sits at 0.03% versus QQQ’s 0.20%, with a higher dividend yield for IVV at 1.13% versus 0.46% for QQQ and trailing 1‑year returns of 12.66% for IVV versus 15.08% for QQQ as of mid‑December.
- QQQ’s tech tilt of roughly 55% and five‑year max drawdown of 35.12% contrast with IVV’s broader sector mix, 34% tech weight, market‑matching beta, and a smaller five‑year drawdown of 24.52%.
- SPYM and VOO deliver virtually identical S&P 500 exposure, equal 1.1% yields, and matching recent returns, while SPYM charges 0.02% versus VOO’s 0.03% and VOO dwarfs SPYM in scale at $1.5 trillion versus $101.2 billion in AUM.
- VOOG outperformed VOO over the past year at 20.87% versus 16.44% as of Dec. 20, though VOOG charges 0.07% versus 0.03% for VOO, yields less at 0.48% versus 1.12%, carries a larger five‑year drawdown, and concentrates more in technology at about 45%.
- Across the comparisons, VOO and IVV emphasize broad, low‑fee core exposure and liquidity, while QQQ and VOOG offer higher growth potential tied to heavier tech concentration and greater volatility, underscoring the need to align fund choice with risk tolerance.