DFIP vs QQQ

ADFIP

BQQQ

Measures won4–1DFIP wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income5.32%DFIP · $532 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 · $446B

+4.4%3 years · per year$11,371 · $19,011+23.9%

[…]5 years · per year[…] · $18,068+12.6%

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

5.32%12-mo yield$532 · $46 on $10k0.46%

−4.3%Worst dropSmaller wins−14.8%

3.7%VolatilityLower wins21.5%

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 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	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.3%	−0.3%	−0.5%	+4.4%	new	−4.3%	$1.1B

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	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.3%	−0.3%	−0.5%	+4.4%	new	−4.3%	$1.1B

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

DFIP vs QQQ

DFIP

Dimensional - Inflation-Protected Securities

[…]

QQQ

Invesco QQQ Trust

$18,068

MeasureDFIPQQQ

Fee0.11%0.18%

Cost on $10k a year$11$18

Yield5.32%0.46%

5 years, per year[…]+12.6%

3 years, per year+4.4%+23.9%

Worst drop · 1Y−4.3%−14.8%

Volatility · 1Y3.7%21.5%

4–1measures won
DFIP first

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: DFIP, QQQ, VTI

Today

49.9%most shared, QQQ and VTI

DFIPQQQVTI

DFIP—[…][…]

QQQ[…]—49.9%

VTI[…]49.9%—

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

VTI$106 − $3 = $103

QQQ$46 − $18 = $28

KeptFee

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