QQQ vs DFAC

AQQQ

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common34.5%QQQ and DFAC

QQQ

DFAC

Invesco QQQ Trust, Series 1 · $469BDimensional - US Core Equity 2 ETF · $85.6B

+23.2%3 years · per year$18,694 · $17,722+21.0%

+11.9%5 years · per year$17,509 · $16,525+10.6%

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

0.47%12-mo yield$47 · $90 on $10k0.90%

−14.8%Worst dropSmaller wins−8.5%

21.3%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · DFAC

8.7%AAPL5.9%

6.9%MSFT5.0%

7.6%NVDA4.8%

4.9%AMZN2.7%

Held in common34.5%

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

All Three

5Y3 funds

#
1	AQQQ	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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

All Three

5Y3 funds

#
1	AQQQ	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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

QQQ vs DFAC

QQQ

Invesco QQQ Trust

$17,509

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureQQQDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield0.47%0.90%

5 years, per year+11.9%+10.6%

3 years, per year+23.2%+21.0%

Worst drop · 1Y−14.8%−8.5%

Volatility · 1Y21.3%12.9%

3–3measures won
level

34.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: QQQ, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

QQQDFACVOO

QQQ—34.5%54.8%

DFAC34.5%—67.3%

VOO54.8%67.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

QQQ$47 − $18 = $29

KeptFee

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