DFSD vs QQQ

ADFSD

BQQQ

Measures won4–1DFSD wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SGOV $12,095

Lowest cost0.09%SGOV · $9 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]DFSD and QQQ

Dimensional - Short Duration Fixed Income ETF · $7.4BInvesco QQQ Trust, Series 1 · $464B

+4.7%3 years · per year$11,466 · $18,779+23.4%

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

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

4.53%12-mo yield$453 · $45 on $10k

Cards for this view

DFSD

Dimensional - Short Duration Fixed Income

[…]

QQQ

Invesco QQQ Trust

$17,806

MeasureDFSDQQQ

Fee0.17%0.18%

Cost on $10k a year$17$18

Yield4.53%0.45%

5 years, per year[…]+12.2%

3 years, per year+4.7%+23.4%

Worst drop · 1Y−1.7%−14.8%

Volatility · 1Y2.2%

#
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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