Dimensional US Marketwide Value ETF (DFUV) is a ETF from Dimensional and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DFUV returned +35.87% while QQQ returned +28.94%. Year to date, DFUV is up 21.18% versus a gain of 18.34% for QQQ.

Over three years, DFUV compounded at +18.41% per year against +25.28% for QQQ. Across the full 4-year window we track, DFUV has the edge at +15.15% annualized vs +13.12%. Past performance does not guarantee future results.

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.3% for DFUV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -17.6% for DFUV and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

DFUV charges 0.21% per year while QQQ charges 0.18%. On a $10,000 position that is $21 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, DFUV currently yields 1.31% against 0.41% for QQQ.