Compare · 3 funds side by side · dividends reinvested

DFUS, QQQ and IVV

DFUSDimensional×QQQInvesco×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

DFUS, 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFUS 2001 · QQQ 1999 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.9B$16,904

DFUS

QQQ

Invesco QQQ Trust, Series 1 · $469B$17,509

$10,000 five years ago, dividends reinvested · they hold 47.9% in common

DFUSMeasureQQQ

+8.8%Year to dateJan 1 → Nov 6+7.2%

+9.8%1 yearTotal return+5.8%

+21.8%3 years · per year$10,000 became $18,067 · $18,694+23.2%

+11.1%5 years · per year$10,000 became $16,904 · $17,509+11.9%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $47 a year on $10k0.47%

−9.0%Worst dropSmaller is better−14.8%

13.9%VolatilityLower is calmer21.3%

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

6–2DFUS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFUS vs QQQ: Top 5 Holdings

Today

DFUS

25.0%in top 5

QQQ

in top 531.6%

DFUSStockQQQ

7.1%AAPL8.7%

6.0%NVDA7.6%

5.7%MSFT6.9%

3.8%AMZN4.9%

not top 5MU3.5%

2.4%GOOGLnot top 5

Held in common47.9%

End-of-day Nov 6, 2026 · share of each fund

DFUS vs QQQ Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

DFUSQQQFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFUS vs IVV

YTD

DimensionalDFUS

+8.8%

IVViShares

+8.7%

+8.8%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

0.9%Yield1.1%

$20.9BAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, QQQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFUS0.09%$9

QQQ0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFUS, QQQ, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

DFUS0.90%$90

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFUS$90 − $9 = $81

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFUS, QQQ, IVV

Today

90.5%most shared, DFUS and IVV

DFUSQQQIVV

DFUS—47.9%90.5%

QQQ47.9%—52.1%

IVV90.5%52.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%DFUS, at 13.9% volatility

IVVWorst drop−8.9%13.6% vol

DFUSWorst drop−9.0%13.9% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFUS

+8.7%Year to date+8.8%

1.1%Yield0.9%

+9.8%Past year+9.8%

0.03%Fee0.09%

2–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026