Compare · 3 funds side by side · dividends reinvested

DFAS, DWAS and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,953DFAS · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

DFAS, DWAS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B1.5

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+9.0%+15.7%+13.7%+2.5%−21.6%26.6%$376M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: DFAS 1992 · DWAS 2012 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright SmallCap Momentum ETF · $376M$11,332

DWAS

DFAS

Dimensional - US Small Cap ETF · $34.7B$13,953

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

DWAS

More Ways to See the Pairs

DWAS vs DFAS: Top 5 Holdings

Today

DWAS

8.3%in top 5

DFAS

in top 51.3%

DWASStockDFAS

2.0%REPLnot top 5

1.7%AMRXnot top 5

1.6%ORKAnot top 5

1.6%ANROnot top 5

1.5%AAMInot top 5

Cost, Income and Risk

Fees: DFAS, DWAS, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

DWAS0.60%$60

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

Yields: DFAS, DWAS, IJR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

DFAS

+9.0%Year to dateJan 1 → Nov 10+15.7%

+15.7%1 yearTotal return+19.6%

+13.7%3 years · per year$10,000 became $14,690 · $15,805+16.5%

+2.5%5 years · per year$10,000 became $11,332 · $13,953+6.9%

0.60%Expense ratio$60 · $30 a year on $10k · lower is better0.30%

0.03%Trailing 12-mo yield$3 · $101 a year on $10k1.01%

−21.6%Worst dropSmaller is better−9.4%

26.6%VolatilityLower is calmer15.9%

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

0–8DFAS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common8.8%

End-of-day Nov 10, 2026 · share of each fund

DWAS vs DFAS Returns, Every Period

5Y

InvescoDWAS

+2.5%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

DWASDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DWAS vs IJR

YTD

InvescoDWAS

+9.0%

IJRiShares

+18.5%

+9.0%Year to date+18.5%

−21.6%Worst drop · 1Y−9.7%

26.6%Volatility · 1Y16.3%

0.0%Yield1.2%

$376MAssets$107B

4–0IJR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAS1.01%$101

DWAS0.03%$3

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAS, DWAS, IJR

Today

34.5%most shared, DFAS and IJR

DFASDWASIJR

DFAS—8.8%34.5%

DWAS8.8%—10.4%

IJR34.5%10.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IJR, at 16.3% volatility

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.3% vol

DWASWorst drop−21.6%26.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAS

+18.5%Year to date+15.7%

1.2%Yield1.0%

+21.3%Past year+19.6%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAS, DWAS and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three