DFAS vs QQQ

ADFAS

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income1.06%VTI · $106 on $10k

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

Held in common0.0%DFAS and QQQ

DFAS

QQQ

Dimensional - US Small Cap ETF · $34.7BInvesco QQQ Trust, Series 1 · $446B

+17.5%3 years · per year$16,239 · $19,011+23.9%

+7.0%5 years · per year$14,033 · $18,068+12.6%

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

1.00%12-mo yield$100 · $46 on $10k0.46%

−9.4%Worst dropSmaller wins−14.8%

15.9%VolatilityLower wins21.5%

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 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

End-of-day Nov 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

End-of-day Nov 9, 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

$14,033

QQQ

Invesco QQQ Trust

$18,068

MeasureDFASQQQ

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.00%0.46%

5 years, per year+7.0%+12.6%

3 years, per year+17.5%+23.9%

Worst drop · 1Y−9.4%−14.8%

Volatility · 1Y15.9%21.5%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

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

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: DFAS, QQQ, VTI

Today

49.9%most shared, QQQ and VTI

DFASQQQVTI

DFAS—0.0%7.0%

QQQ0.0%—49.9%

VTI7.0%49.9%—

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

DFAS$100 − $30 = $70

QQQ$46 − $18 = $28

KeptFee

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