QQQ vs DFAC

AQQQ

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · DFAC $16,526

Lowest cost0.18%QQQ · $18 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common35.0%QQQ and DFAC

QQQ

DFAC

Invesco QQQ Trust, Series 1 · $469BDimensional - US Core Equity 2 ETF · $85.7B

+23.3%3 years · per year$18,756 · $17,812+21.2%

+11.7%5 years · per year$17,352 · $16,526+10.6%

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

0.48%12-mo yield$48 · $90 on $10k0.90%

−14.8%Worst dropSmaller wins−8.5%

21.3%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQQQ · DFAC

8.3%AAPL5.8%

7.8%NVDA5.1%

6.7%MSFT5.0%

4.7%AMZN2.7%

Held in common35.0%

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

QQQ vs DFAC

QQQ

Invesco QQQ Trust

$17,352

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureQQQDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield0.48%0.90%

5 years, per year+11.7%+10.6%

3 years, per year+23.3%+21.2%

Worst drop · 1Y−14.8%−8.5%

Volatility · 1Y21.3%12.9%

3–3measures won
level

35.0%

holdings shared

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

$107BAssets$469B

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

$27.1BAssets$469B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: QQQ, DFAC

Today

35.0%most shared, QQQ and DFAC

QQQDFAC

QQQ—35.0%

DFAC35.0%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

QQQ$48 − $18 = $30

KeptFee

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