QQQ vs DFSD

AQQQ

BDFSD

Measures won1–4DFSD wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · VOO $17,393

Lowest cost0.03%VOO · $3 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]QQQ and DFSD

Invesco QQQ Trust, Series 1 · $474BDimensional - Short Duration Fixed Income ETF · $7.4B

+23.4%3 years · per year$18,779 · $11,466+4.7%

+12.2%5 years · per year$17,806 · […][…]

0.18%Expense ratio$18 · $17 on $10k · lower wins0.17%

0.45%12-mo yield$45 · $453 on $10k

Cards for this view

QQQ

Invesco QQQ Trust

$17,806

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureQQQDFSD

Fee0.18%0.17%

Cost on $10k a year$18$17

Yield0.45%4.53%

5 years, per year+12.2%[…]

3 years, per year+23.4%+4.7%

Worst drop · 1Y−14.8%−1.7%

Volatility · 1Y21.6%

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1	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$473.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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1	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$473.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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