QQQ vs DFAS

AQQQ

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income1.06%VTI · $106 on $10k

Smallest drop−8.9%VTI · 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

+23.9%3 years · per year$19,011 · $16,308+17.7%

+12.6%5 years · per year$18,068 · $14,093+7.1%

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

0.46%12-mo yield$46 · $100 on $10k1.00%

−14.8%Worst dropSmaller wins−9.4%

21.5%VolatilityLower wins16.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · DFAS

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

Held in common0.0%

End-of-day Nov 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B

End-of-day Nov 9, 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%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B

End-of-day Nov 9, 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

$18,068

DFAS

Dimensional - US Small Cap

$14,093

MeasureQQQDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield0.46%1.00%

5 years, per year+12.6%+7.1%

3 years, per year+23.9%+17.7%

Worst drop · 1Y−14.8%−9.4%

Volatility · 1Y21.5%16.0%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.6%

+11.6%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$93.2B

1–0VTI wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: QQQ, DFAS, VTI

Today

49.9%most shared, QQQ and VTI

QQQDFASVTI

QQQ—0.0%49.9%

DFAS0.0%—7.0%

VTI49.9%7.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

DFAS$100 − $30 = $70

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee