DFAS vs QQQ

ADFAS

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%DFAS and QQQ

DFAS

QQQ

Dimensional - US Small Cap ETF · $35.2BInvesco QQQ Trust, Series 1 · $465B

+17.5%3 years · per year$16,215 · $18,756+23.3%

+6.9%5 years · per year$13,932 · $17,352+11.7%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $48 on $10k0.48%

−9.4%Worst dropSmaller wins−14.8%

15.8%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · QQQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

Cards for this view

DFAS vs QQQ

DFAS

Dimensional - US Small Cap

$13,932

QQQ

Invesco QQQ Trust

$17,352

MeasureDFASQQQ

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.04%0.48%

5 years, per year+6.9%+11.7%

3 years, per year+17.5%+23.3%

Worst drop · 1Y−9.4%−14.8%

Volatility · 1Y15.8%21.3%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: DFAS, QQQ, IVV

Today

52.8%most shared, QQQ and IVV

DFASQQQIVV

DFAS—0.0%1.0%

QQQ0.0%—52.8%

IVV1.0%52.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFAS$104 − $30 = $74

QQQ$48 − $18 = $30

KeptFee

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