DFGP vs QQQ

ADFGP

BQQQ

Measures won3–1DFGP wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SPY $17,337

Lowest cost0.09%SPY · $9 on $10k

Most income4.87%DFGP · $487 on $10k

Smallest drop−3.9%DFGP · worst fall in 1Y

Held in common[…]DFGP and QQQ

Dimensional - Global Core Plus Fixed Income ETF · $3.8BInvesco QQQ Trust, Series 1 · $464B

[…]3 years · per year[…] · $18,779+23.4%

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

0.23%Expense ratio$23 · $18 on $10k · lower wins0.18%

4.87%12-mo yield$487 · $45 on $10k0.45%

Cards for this view

DFGP

Dimensional - Global Core Plus Fixed Income

[…]

QQQ

Invesco QQQ Trust

$17,806

MeasureDFGPQQQ

Fee0.23%0.18%

Cost on $10k a year$23$18

Yield4.87%0.45%

5 years, per year[…]+12.2%

3 years, per year[…]+23.4%

Worst drop · 1Y−3.9%−14.8%

Volatility · 1Y4.5%

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
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%	$793.2B
3	ADFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.87%	−0.5%	−0.2%	−0.5%	new	new	−3.9%	$3.8B

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
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%	$793.2B
3	ADFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.87%	−0.5%	−0.2%	−0.5%	new	new	−3.9%	$3.8B

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