QQQJ vs DFAC

AQQQJ

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.15%QQQJ · $15 on $10k

Most income0.90%DFAC · $90 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 · $85.7B

+23.8%3 years · per year$18,979 · $17,722+21.0%

+5.0%5 years · per year$12,734 · $16,525+10.6%

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

0.77%12-mo yield$77 · $90 on $10k0.90%

−11.8%Worst dropSmaller wins−8.5%

20.1%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQJ · DFAC

2.9%EBAY0.2%

1.9%UAL0.1%

1.9%KMB0.1%

1.7%NTAP0.1%

Held in common3.7%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk	0.15%	0.77%	+0.4%	+16.2%	+17.5%	+23.8%	+5.0%	−11.8%	$1.2B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk	0.15%	0.77%	+0.4%	+16.2%	+17.5%	+23.8%	+5.0%	−11.8%	$1.2B

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

QQQJ vs DFAC

QQQJ

Invesco NASDAQ Next Gen 100

$12,734

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureQQQJDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.77%0.90%

5 years, per year+5.0%+10.6%

3 years, per year+23.8%+21.0%

Worst drop · 1Y−11.8%−8.5%

Volatility · 1Y20.1%12.9%

4–2measures won
DFAC first

3.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: QQQJ, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

QQQJDFACIWF

QQQJ—3.7%1.7%

DFAC3.7%—40.2%

IWF1.7%40.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

QQQJ$77 − $15 = $62

IWF$39 − $18 = $21

KeptFee

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