Compare · 2 funds side by side · dividends reinvested

QQQ and DFIP

QQQInvesco×DFIPDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,068QQQ · best of the two

02 / 04

QQQ and DFIP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: QQQ 1999 · DFIP 2021

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $446B$18,068

QQQ

DFIP

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

$10,000 five years ago, dividends reinvested

QQQMeasureDFIP

+11.0%Year to dateJan 1 → Nov 9−0.3%

+11.6%1 yearTotal return−0.5%

+23.9%3 years · per year$10,000 became $19,011 · $11,371+4.4%

+12.6%5 years · per year$10,000 became $18,068 · […][…]

0.18%Expense ratio$18 · $11 a year on $10k · lower is better0.11%

0.46%Trailing 12-mo yield$46 · $532 a year on $10k5.32%

−14.8%Worst dropSmaller is better−4.3%

21.5%VolatilityLower is calmer3.7%

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

3–4DFIP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQ vs DFIP: Top 5 Holdings

Today

QQQ

31.6%in top 5

DFIP

in top 5[…]

QQQStockDFIP

8.7%AAPLnot top 5

7.6%NVDAnot top 5

6.9%MSFTnot top 5

4.9%AMZNnot top 5

3.5%MUnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

QQQ vs DFIP Returns, Every Period

InvescoQQQ

+11.6%

past year

DFIPDimensional

−0.5%

past year

QQQDFIPFaded: behind in that period

3–0QQQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: QQQ vs DFIP

YTD

InvescoQQQ

+11.0%

DFIPDimensional

−0.3%

+11.0%Year to date−0.3%

−14.8%Worst drop · 1Y−4.3%

21.5%Volatility · 1Y3.7%

0.5%Yield5.3%

$446BAssets$1.1B

3–1DFIP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, DFIP

Today

0.11%lowest, DFIP

FundExpense ratioFee$10k

DFIP0.11%$11

QQQ0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: QQQ, DFIP

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: QQQ, DFIP

Today

[…]holdings […]

QQQDFIP

QQQ—[…]

DFIP[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%QQQ, at 21.5% volatility

DFIPWorst drop−4.3%3.7% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPQQQ

−0.3%Year to date+11.0%

5.3%Yield0.5%

−0.5%Past year+11.6%

0.11%Fee0.18%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026