Compare · 3 funds side by side · dividends reinvested

QQQJ, DFAC and VUG

QQQJInvesco×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

QQQJ, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.8

Invesco NASDAQ Next Gen 100 ETFUS Stock Styles · Large cap0.15%0.77%+15.7%+19.2%+23.7%+4.9%−11.8%20.1%$1.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: QQQJ 2020 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco NASDAQ Next Gen 100 ETF · $1.2B$12,692

QQQJ

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

QQQJMeasureDFAC

+15.7%Year to dateJan 1 → Nov 5+11.2%

+19.2%1 yearTotal return+14.3%

+23.7%3 years · per year$10,000 became $18,916 · $17,812+21.2%

+4.9%5 years · per year$10,000 became $12,692 · $16,526+10.6%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

0.77%Trailing 12-mo yield$77 · $90 a year on $10k0.90%

−11.8%Worst dropSmaller is better−8.5%

20.1%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

QQQJ vs DFAC: Top 5 Holdings

Today

QQQJ

11.5%in top 5

DFAC

in top 520.5%

QQQJStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

2.8%NTRAnot top 5

2.8%EBAYnot top 5

not top 5AMZN2.7%

2.1%RVMDnot top 5

not top 5META1.9%

1.9%BIIBnot top 5

1.9%UALnot top 5

Held in common3.8%

End-of-day Nov 5, 2026 · share of each fund

QQQJ vs DFAC Returns, Every Period

InvescoQQQJ

+4.9%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

QQQJDFACFaded: behind in that period

3–1QQQJ wins

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

QQQJ vs DFAC

YTD

InvescoQQQJ

+15.7%

DFACDimensional

+11.2%

+15.7%Year to date+11.2%

−11.8%Worst drop · 1Y−8.5%

20.1%Volatility · 1Y12.9%

0.8%Yield0.9%

$1.2BAssets$85.7B

3–1DFAC wins

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

Cost, Income and Risk

Fees: QQQJ, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

QQQJ0.15%$15

DFAC0.21%$21

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

Yields: QQQJ, DFAC, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

QQQJ0.77%$77

VUG0.43%$43

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

QQQJ$77 − $15 = $62

VUG$43 − $3 = $40

KeptFee

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

Overlap: QQQJ, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

QQQJDFACVUG

QQQJ—3.8%0.6%

DFAC3.8%—36.2%

VUG0.6%36.2%—

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

Return vs Bumpiness: 3 ETFs

+19.2%QQQJ, at 20.1% volatility

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

QQQJWorst drop−11.8%20.1% vol

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

Paid More vs Made More

YTD

DFACQQQJ

+11.2%Year to date+15.7%

0.9%Yield0.8%

+14.3%Past year+19.2%

0.21%Fee0.15%

3–1QQQJ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026