Compare · 3 funds side by side · dividends reinvested

QQQ, DFAC and IVV

QQQInvesco×DFACDimensional×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

QQQ, DFAC 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%$850B1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.4

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: QQQ 1999 · DFAC 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

QQQMeasureDFAC

+7.2%Year to dateJan 1 → Nov 6+11.4%

+5.8%1 yearTotal return+13.8%

+23.2%3 years · per year$10,000 became $18,694 · $17,722+21.0%

+11.9%5 years · per year$10,000 became $17,509 · $16,525+10.6%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

0.47%Trailing 12-mo yield$47 · $90 a year on $10k0.90%

−14.8%Worst dropSmaller is better−8.5%

21.3%VolatilityLower is calmer12.9%

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

3–5DFAC wins

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

More Ways to See the Pairs

QQQ vs DFAC: Top 5 Holdings

Today

QQQ

31.6%in top 5

DFAC

in top 520.4%

QQQStockDFAC

8.7%AAPL5.9%

7.6%NVDA4.8%

6.9%MSFT5.0%

4.9%AMZN2.7%

3.5%MUnot top 5

not top 5META1.9%

Held in common34.5%

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

QQQ vs DFAC Returns, Every Period

InvescoQQQ

+11.9%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

QQQDFACFaded: behind in that period

2–2Level

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

QQQ vs IVV

YTD

InvescoQQQ

+7.2%

IVViShares

+8.7%

+7.2%Year to date+8.7%

−14.8%Worst drop · 1Y−8.9%

21.3%Volatility · 1Y13.6%

0.5%Yield1.1%

$469BAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: QQQ, DFAC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

DFAC0.21%$21

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

Yields: QQQ, DFAC, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

DFAC0.90%$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

DFAC$90 − $21 = $69

QQQ$47 − $18 = $29

KeptFee

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

Overlap: QQQ, DFAC, IVV

Today

69.0%most shared, DFAC and IVV

QQQDFACIVV

QQQ—34.5%52.1%

DFAC34.5%—69.0%

IVV52.1%69.0%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IVVWorst drop−8.9%13.6% 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

IVVDFAC

+8.7%Year to date+11.4%

1.1%Yield0.9%

+9.8%Past year+13.8%

0.03%Fee0.21%

2–2level

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$850B

0–0level

End-of-day Nov 6, 2026