QQQJ vs DFAC

AQQQJ

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · QQQJ $13,531

Lowest cost0.15%QQQJ · $15 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common3.7%QQQJ and DFAC

QQQJ

DFAC

Invesco NASDAQ Next Gen 100 ETF · $1.2BDimensional - US Core Equity 2 ETF · $87.6B

+26.0%3 years · per year$19,987 · $18,682+23.2%

+6.2%5 years · per year$13,531 · $17,417+11.7%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

0.74%12-mo yield$74 · $87 on $10k0.87%

−11.8%Worst dropSmaller wins−8.5%

19.6%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQJ · DFAC

2.7%EBAY0.2%

1.6%FLEX0.1%

1.8%UAL0.1%

1.9%NTAP0.1%

Held in common3.7%

End-of-day Nov 4, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.74%	+1.0%	+21.6%	+22.4%	+26.0%	+6.2%	−11.8%	$1.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.74%	+1.0%	+21.6%	+22.4%	+26.0%	+6.2%	−11.8%	$1.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QQQJ vs DFAC

QQQJ

Invesco NASDAQ Next Gen 100

$13,531

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureQQQJDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.74%0.87%

5 years, per year+6.2%+11.7%

3 years, per year+26.0%+23.2%

Worst drop · 1Y−11.8%−8.5%

Volatility · 1Y19.6%12.3%

4–2measures won
DFAC first

3.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QQQJ, DFAC

Today

3.7%most shared, QQQJ and DFAC

QQQJDFAC

QQQJ—3.7%

DFAC3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

QQQJ$74 − $15 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee