DFAT vs QQQ

ADFAT

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · DFAT $15,924

Lowest cost0.18%QQQ · $18 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.0%DFAT and QQQ

DFAT

QQQ

Dimensional - US Targeted Value ETF · $30.8BInvesco QQQ Trust, Series 1 · $469B

+18.1%3 years · per year$16,470 · $18,694+23.2%

+9.8%5 years · per year$15,924 · $17,509+11.9%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.35%12-mo yield$135 · $47 on $10k0.47%

−9.6%Worst dropSmaller wins−14.8%

14.6%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · QQQ

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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

Both

5Y2 funds

#			Trend
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	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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

DFAT vs QQQ

DFAT

Dimensional - US Targeted Value

$15,924

QQQ

Invesco QQQ Trust

$17,509

MeasureDFATQQQ

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.35%0.47%

5 years, per year+9.8%+11.9%

3 years, per year+18.1%+23.2%

Worst drop · 1Y−9.6%−14.8%

Volatility · 1Y14.6%21.3%

3–3measures won
level

0.0%

holdings shared

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

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

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

$29.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: DFAT, QQQ

Today

0.0%most shared, DFAT and QQQ

DFATQQQ

DFAT—0.0%

QQQ0.0%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee