Compare · 3 funds side by side · dividends reinvested

DFIP, QQQ and IVV

DFIPDimensional×QQQInvesco×IVViShares×

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

02 / 04

DFIP, QQQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%−0.4%+4.9%[…]−4.3%3.7%$1.1B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.3

Rank among the three1st → 3rdFee, 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 · IVV 2000

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

−0.1%Year to dateJan 1 → Nov 5+5.7%

−0.4%1 yearTotal return+5.0%

+4.9%3 years · per year$10,000 became $11,548 · $18,756+23.3%

[…]5 years · per year$10,000 became […] · $17,352+11.7%

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

5.31%Trailing 12-mo yield$531 · $48 a year on $10k0.48%

−4.3%Worst dropSmaller is better−14.8%

3.7%VolatilityLower is calmer21.3%

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

−0.4%

past year

QQQInvesco

+5.0%

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 IVV

YTD

DimensionalDFIP

−0.1%

IVViShares

+8.4%

−0.1%Year to date+8.4%

−4.3%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y13.6%

5.3%Yield1.1%

$1.1BAssets$887B

3–1DFIP wins

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

Cost, Income and Risk

Fees: DFIP, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFIP0.11%$11

QQQ0.18%$18

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

Yields: DFIP, QQQ, IVV

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

IVV1.14%$114

QQQ0.48%$48

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

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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

Overlap: DFIP, QQQ, IVV

Today

52.8%most shared, QQQ and IVV

DFIPQQQIVV

DFIP—[…][…]

QQQ[…]—52.8%

IVV[…]52.8%—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

DFIPWorst drop−4.3%3.7% vol

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

DFIPIVV

−0.1%Year to date+8.4%

5.3%Yield1.1%

−0.4%Past year+9.7%

0.11%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026