DFIP vs QQQ

ADFIP

BQQQ

Measures won4–1DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income5.31%DFIP · $531 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and QQQ

DFIP

QQQ

Dimensional - Inflation-Protected Securities ETF · $1.1BInvesco QQQ Trust, Series 1 · $465B

+4.9%3 years · per year$11,548 · $18,756+23.3%

[…]5 years · per year[…] · $17,352+11.7%

0.11%Expense ratio$11 · $18 on $10k · lower wins0.18%

5.31%12-mo yield$531 · $48 on $10k0.48%

−4.3%Worst dropSmaller wins−14.8%

3.7%VolatilityLower wins21.3%

4–1DFIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIP · QQQ

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

Held in common[…]

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

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

DFIP vs QQQ

DFIP

Dimensional - Inflation-Protected Securities

[…]

QQQ

Invesco QQQ Trust

$17,352

MeasureDFIPQQQ

Fee0.11%0.18%

Cost on $10k a year$11$18

Yield5.31%0.48%

5 years, per year[…]+11.7%

3 years, per year+4.9%+23.3%

Worst drop · 1Y−4.3%−14.8%

Volatility · 1Y3.7%21.3%

4–1measures won
DFIP first

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: DFIP, QQQ, VOO

Today

55.0%most shared, QQQ and VOO

DFIPQQQVOO

DFIP—[…][…]

QQQ[…]—55.0%

VOO[…]55.0%—

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

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

VOO$110 − $3 = $107

QQQ$48 − $18 = $30

KeptFee

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