QQQS vs DFAC

AQQQS

BDFAC

Measures won3–2QQQS wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC

Lowest cost0.20%QQQS · $20 on $10k

Most income1.99%QQQS · $199 on $10k

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

Held in common0.8%QQQS and DFAC

QQQS

DFAC

Invesco NASDAQ Future Gen 200 ETF · $21MDimensional - US Core Equity 2 ETF · $89.2B

+24.4%3 years · per year$19,257 · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

1.99%12-mo yield$199 · $90 on $10k0.90%

−17.8%Worst dropSmaller wins−8.5%

27.4%VolatilityLower wins12.9%

3–2QQQS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQS · DFAC

0.7%SWKS0.1%

0.5%IDCC0.1%

0.6%ENTG0.0%

0.6%ALGN0.0%

Held in common0.8%

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	AQQQS	Invesco NASDAQ Future Gen 200 ETFRead Desk		0.20%	1.99%	−6.9%	+9.7%	+13.8%	+24.4%	new	−17.8%	$21M

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	AQQQS	Invesco NASDAQ Future Gen 200 ETFRead Desk		0.20%	1.99%	−6.9%	+9.7%	+13.8%	+24.4%	new	−17.8%	$21M

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

Cards for this view

QQQS vs DFAC

QQQS

Invesco NASDAQ Future Gen 200

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureQQQSDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield1.99%0.90%

5 years, per year[…]+10.6%

3 years, per year+24.4%+21.2%

Worst drop · 1Y−17.8%−8.5%

Volatility · 1Y27.4%12.9%

3–2measures won
QQQS first

0.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QQQS, DFAC

Today

0.8%most shared, QQQS and DFAC

QQQSDFAC

QQQS—0.8%

DFAC0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$179most kept, QQQS

QQQS$199 − $20 = $179

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee