Compare · 3 funds side by side · dividends reinvested

DFSD, QQQ and SGOV

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

02 / 04

DFSD, QQQ and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B2.1

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: DFSD 2021 · QQQ 1999 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

DFSD

QQQ

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

$10,000 five years ago, dividends reinvested

DFSDMeasureQQQ

+1.3%Year to dateJan 1 → Nov 5+5.7%

+2.1%1 yearTotal return+5.0%

+5.2%3 years · per year$10,000 became $11,637 · $18,756+23.3%

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

0.17%Expense ratio$17 · $18 a year on $10k · lower is better0.18%

4.50%Trailing 12-mo yield$450 · $48 a year on $10k0.48%

−1.7%Worst dropSmaller is better−14.8%

2.1%VolatilityLower is calmer21.3%

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

4–3DFSD wins

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

More Ways to See the Pairs

DFSD vs QQQ: Top 5 Holdings

Today

DFSD

[…]in top 5

QQQ

in top 531.5%

DFSDStockQQQ

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

DFSD vs QQQ Returns, Every Period

DimensionalDFSD

+2.1%

past year

QQQInvesco

+5.0%

past year

DFSDQQQFaded: behind in that period

0–3QQQ wins

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

DFSD vs SGOV

YTD

DimensionalDFSD

+1.3%

SGOViShares

+3.1%

+1.3%Year to date+3.1%

−1.7%Worst drop · 1Y+0.0%

2.1%Volatility · 1Y0.2%

4.5%Yield3.6%

$7.4BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: DFSD, QQQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFSD0.17%$17

QQQ0.18%$18

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

Yields: DFSD, QQQ, SGOV

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

SGOV3.63%$363

QQQ0.48%$48

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

QQQ$48 − $18 = $30

KeptFee

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

Overlap: DFSD, QQQ, SGOV

Today

[…]holdings […]

DFSDQQQSGOV

DFSD—[…][…]

QQQ[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+5.0%QQQ, at 21.3% volatility

SGOVWorst drop0.0%0.2% vol

DFSDWorst drop−1.7%2.1% 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

DFSDQQQ

+1.3%Year to date+5.7%

4.5%Yield0.5%

+2.1%Past year+5.0%

0.17%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

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

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026