Compare · 2 funds side by side · dividends reinvested

DFIP and QQQ

DFIPDimensional×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,352QQQ · best of the two

02 / 04

DFIP and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.2%−0.5%+4.8%[…]−4.3%3.7%$1.1B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFIP 2021 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

QQQ

Invesco QQQ Trust, Series 1 · $465B$17,352

$10,000 five years ago, dividends reinvested

DFIPMeasureQQQ

−0.2%Year to dateJan 1 → Nov 5+13.0%

−0.5%1 yearTotal return+10.0%

+4.8%3 years · per year$10,000 became $11,505 · $20,153+26.3%

[…]5 years · per year$10,000 became […] · $18,763+13.4%

0.11%Expense ratio$11 · $18 a year on $10k · lower is better0.18%

5.32%Trailing 12-mo yield$532 · $45 a year on $10k0.45%

−4.3%Worst dropSmaller is better−11.7%

3.7%VolatilityLower is calmer20.3%

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

4–3DFIP wins

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

More Ways to See the Pairs

DFIP vs QQQ: Top 5 Holdings

Today

DFIP

[…]in top 5

QQQ

in top 531.5%

DFIPStockQQQ

not top 5AAPL8.3%

not top 5NVDA7.8%

not top 5MSFT6.7%

not top 5AMZN4.7%

not top 5MU4.0%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFIP vs QQQ Returns, Every Period

DimensionalDFIP

−0.5%

past year

QQQInvesco

+10.0%

past year

DFIPQQQFaded: behind in that period

0–3QQQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: DFIP vs QQQ

YTD

DimensionalDFIP

−0.2%

QQQInvesco

+13.0%

−0.2%Year to date+13.0%

−4.3%Worst drop · 1Y−11.7%

3.7%Volatility · 1Y20.3%

5.3%Yield0.4%

$1.1BAssets$465B

3–1DFIP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, QQQ

Today

0.11%lowest, DFIP

FundExpense ratioFee$10k

DFIP0.11%$11

QQQ0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFIP, QQQ

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

QQQ0.45%$45

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFIP, QQQ

Today

[…]holdings […]

DFIPQQQ

DFIP—[…]

QQQ[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.0%QQQ, at 20.3% volatility

DFIPWorst drop−4.3%3.7% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPQQQ

−0.2%Year to date+13.0%

5.3%Yield0.4%

−0.5%Past year+10.0%

0.11%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026