DFAC vs QQQ

ADFAC

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common34.5%DFAC and QQQ

DFAC

QQQ

Dimensional - US Core Equity 2 ETF · $85.7BInvesco QQQ Trust, Series 1 · $469B

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

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

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

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

−8.5%Worst dropSmaller wins−14.8%

12.9%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · QQQ

5.9%AAPL8.7%

5.0%MSFT6.9%

4.8%NVDA7.6%

2.7%AMZN4.9%

Held in common34.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs QQQ

DFAC

Dimensional - US Core Equity 2

$16,525

QQQ

Invesco QQQ Trust

$17,509

MeasureDFACQQQ

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield0.90%0.47%

5 years, per year+10.6%+11.9%

3 years, per year+21.0%+23.2%

Worst drop · 1Y−8.5%−14.8%

Volatility · 1Y12.9%21.3%

3–3measures won
level

34.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFAC, QQQ, IVV

Today

69.0%most shared, DFAC and IVV

DFACQQQIVV

DFAC—34.5%69.0%

QQQ34.5%—52.1%

IVV69.0%52.1%—

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

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