DFSD vs QQQ

ADFSD

BQQQ

Measures won4–1DFSD wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ

Lowest cost0.17%DFSD · $17 on $10k

Most income4.50%DFSD · $450 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]DFSD and QQQ

DFSD

QQQ

Dimensional - Short Duration Fixed Income ETF · $7.4BInvesco QQQ Trust, Series 1 · $465B

+5.2%3 years · per year$11,637 · $18,756+23.3%

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

0.17%Expense ratio$17 · $18 on $10k · lower wins0.18%

4.50%12-mo yield$450 · $48 on $10k0.48%

−1.7%Worst dropSmaller wins−14.8%

2.1%VolatilityLower wins21.3%

4–1DFSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSD · 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

Both

5Y2 funds

#			Trend
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	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

End-of-day Nov 5, 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%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

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

DFSD vs QQQ

DFSD

Dimensional - Short Duration Fixed Income

[…]

QQQ

Invesco QQQ Trust

$17,352

MeasureDFSDQQQ

Fee0.17%0.18%

Cost on $10k a year$17$18

Yield4.50%0.48%

5 years, per year[…]+11.7%

3 years, per year+5.2%+23.3%

Worst drop · 1Y−1.7%−14.8%

Volatility · 1Y2.1%21.3%

4–1measures won
DFSD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

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

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: DFSD, QQQ

Today

[…]holdings […]

DFSDQQQ

DFSD—[…]

QQQ[…]—

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

QQQ$48 − $18 = $30

KeptFee

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