DFEM vs QQQ

ADFEM

BQQQ

Measures won1–4QQQ wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SPY $17,337

Lowest cost0.09%SPY · $9 on $10k

Most income2.14%DFEM · $214 on $10k

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

Held in common0.2%DFEM and QQQ

Dimensional - Emerging Markets Core Equity 2 ETF · $8.9BInvesco QQQ Trust, Series 1 · $474B

+18.3%3 years · per year$16,541 · $18,779+23.4%

[…]5 years · per year[…] · $17,806+12.2%

0.39%Expense ratio$39 · $18 on $10k · lower wins0.18%

2.14%12-mo yield$214 · $45 on $10k

Cards for this view

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

QQQ

Invesco QQQ Trust

$17,806

MeasureDFEMQQQ

Fee0.39%0.18%

Cost on $10k a year$39$18

Yield2.14%0.45%

5 years, per year[…]+12.2%

3 years, per year+18.3%+23.4%

Worst drop · 1Y−17.0%−14.8%

Volatility · 1Y24.4%

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$473.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.14%	−1.5%	+11.4%	+11.4%	+18.3%	new	−17.0%	$8.9B

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$473.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.14%	−1.5%	+11.4%	+11.4%	+18.3%	new	−17.0%	$8.9B

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