Compare · 2 funds side by side · dividends reinvested

DFAS and DWAS

DFASDimensional×DWASInvesco×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$15,968DFAS · best of the two

Story of the two · IncomeMost incomeDFAS · 1.01% · $101 a year on $10k

Story of the two · RiskSmallest drop

DFAS and DWAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B1.0

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+8.2%+12.6%+14.1%+2.0%−21.6%26.6%$391M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · DWAS 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,661

DFAS

DWAS

Invesco Dorsey Wright SmallCap Momentum ETF · $391M$11,036

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

DFASMeasureDWAS

+15.2%

More Ways to See the Pairs

DFAS vs DWAS: Top 5 Holdings

Today

DFAS

1.4%in top 5

DWAS

in top 58.5%

DFASStockDWAS

not top 5REPL1.9%

not top 5AMRX1.7%

not top 5ANRO1.7%

not top 5ORKA1.6%

not top 5AAMI1.5%

Cost, Income and Risk

Fees: DFAS, DWAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

DWAS0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, DWAS

1Y

1.01%highest, DFAS

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+8.2%

+17.7%1 yearTotal return+12.6%

+16.9%3 years · per year$10,000 became $15,968 · $14,840+14.1%

+6.4%5 years · per year$10,000 became $13,661 · $11,036+2.0%

0.30%Expense ratio$30 · $60 a year on $10k · lower is better0.60%

1.01%Trailing 12-mo yield$101 · $3 a year on $10k0.03%

−9.4%Worst dropSmaller is better−21.6%

16.0%VolatilityLower is calmer26.6%

DFASDWAS Winner of the row, in its colourEach row: the bigger of the two fills its side

8–0DFAS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common8.9%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs DWAS Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

DWASInvesco

+2.0%

5 years, per year

DFASDWASFaded: behind in that period

4–0DFAS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs DWAS

YTD

DimensionalDFAS

+15.2%

DWASInvesco

+8.2%

+15.2%Year to date+8.2%

−9.4%Worst drop · 1Y−21.6%

16.0%Volatility · 1Y26.6%

1.0%Yield0.0%

$33.9BAssets$391M

4–0DFAS wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

DFAS1.01%$101

DWAS0.03%$3

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, DWAS

Today

8.9%most shared, DFAS and DWAS

DFASDWAS

DFAS—8.9%

DWAS8.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.7%DFAS, at 16.0% volatility

DFASWorst drop−9.4%16.0% vol

DWASWorst drop−21.6%26.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFASDWAS

+15.2%Year to date+8.2%

1.0%Yield0.0%

+17.7%Past year+12.6%

0.30%Fee0.60%

4–0DFAS wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAS and DWAS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two