Compare · 3 funds side by side · dividends reinvested

DFAC, QQQ and IWF

DFACDimensional×QQQInvesco×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

DFAC, QQQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · QQQ 1999 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

QQQ

Invesco QQQ Trust, Series 1 · $465B$18,763

$10,000 five years ago, dividends reinvested · they hold 34.8% in common

DFACMeasureQQQ

+15.8%Year to dateJan 1 → Nov 4+13.0%

+17.7%1 yearTotal return+10.0%

+23.2%3 years · per year$10,000 became $18,682 · $20,153+26.3%

+11.7%5 years · per year$10,000 became $17,417 · $18,763+13.4%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.87%Trailing 12-mo yield$87 · $45 a year on $10k0.45%

−8.5%Worst dropSmaller is better−11.7%

12.3%VolatilityLower is calmer20.3%

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

5–3DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs QQQ: Top 5 Holdings

Today

DFAC

20.1%in top 5

QQQ

in top 531.2%

DFACStockQQQ

5.3%NVDA8.1%

5.6%AAPL7.9%

4.8%MSFT6.3%

2.6%AMZN4.4%

not top 5MU4.4%

1.9%METAnot top 5

Held in common34.8%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs QQQ Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

QQQInvesco

+13.4%

5 years, per year

DFACQQQFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs QQQ

YTD

DimensionalDFAC

+15.8%

QQQInvesco

+13.0%

+15.8%Year to date+13.0%

−8.5%Worst drop · 1Y−11.7%

12.3%Volatility · 1Y20.3%

0.9%Yield0.4%

$89.2BAssets$465B

4–0DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, QQQ, IWF

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, QQQ, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

QQQ0.45%$45

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

QQQ$45 − $18 = $27

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, QQQ, IWF

Today

58.0%most shared, QQQ and IWF

DFACQQQIWF

DFAC—34.8%40.8%

QQQ34.8%—58.0%

IWF40.8%58.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

IWFWorst drop−15.6%18.3% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACQQQ

+15.8%Year to date+13.0%

0.9%Yield0.4%

+17.7%Past year+10.0%

0.21%Fee0.18%

3–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026