QQQ vs DFAS

AQQQ

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · DFAS $13,927

Lowest cost0.18%QQQ · $18 on $10k

Most income1.03%DFAS · $103 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common0.0%QQQ and DFAS

QQQ

DFAS

Invesco QQQ Trust, Series 1 · $446BDimensional - US Small Cap ETF · $33.7B

+23.2%3 years · per year$18,694 · $16,130+17.3%

+11.9%5 years · per year$17,509 · $13,927+6.8%

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

0.47%12-mo yield$47 · $103 on $10k1.03%

−14.8%Worst dropSmaller wins−9.4%

21.3%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQQQ · DFAS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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 DFAS

QQQ

Invesco QQQ Trust

$17,509

DFAS

Dimensional - US Small Cap

$13,927

MeasureQQQDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield0.47%1.03%

5 years, per year+11.9%+6.8%

3 years, per year+23.2%+17.3%

Worst drop · 1Y−14.8%−9.4%

Volatility · 1Y21.3%15.7%

3–3measures won
level

0.0%

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

$103BAssets$446B

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$446B

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: QQQ, DFAS

Today

0.0%most shared, QQQ and DFAS

QQQDFAS

QQQ—0.0%

DFAS0.0%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

QQQ$47 − $18 = $29

KeptFee

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