DFUS vs QQQ

ADFUS

BQQQ

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · DFUS $16,904

Lowest cost0.09%DFUS · $9 on $10k

Most income0.90%DFUS · $90 on $10k

Smallest drop−9.0%DFUS · worst fall in 1Y

Held in common47.9%DFUS and QQQ

DFUS

QQQ

Dimensional U.S. Equity ETF · $20.9BInvesco QQQ Trust, Series 1 · $469B

+21.8%3 years · per year$18,067 · $18,694+23.2%

+11.1%5 years · per year$16,904 · $17,509+11.9%

0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%

0.90%12-mo yield$90 · $47 on $10k0.47%

−9.0%Worst dropSmaller wins−14.8%

13.9%VolatilityLower wins21.3%

4–2DFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · QQQ

7.1%AAPL8.7%

6.0%NVDA7.6%

5.7%MSFT6.9%

3.8%AMZN4.9%

Held in common47.9%

End-of-day Nov 6, 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%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B

End-of-day Nov 6, 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%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs QQQ

DFUS

Dimensional U.S. Equity

$16,904

QQQ

Invesco QQQ Trust

$17,509

MeasureDFUSQQQ

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield0.90%0.47%

5 years, per year+11.1%+11.9%

3 years, per year+21.8%+23.2%

Worst drop · 1Y−9.0%−14.8%

Volatility · 1Y13.9%21.3%

4–2measures won
DFUS first

47.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

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

$29.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: DFUS, QQQ

Today

47.9%most shared, DFUS and QQQ

DFUSQQQ

DFUS—47.9%

QQQ47.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee