Compare · 3 funds side by side · dividends reinvested

DFAS, DWAS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

DFAS, DWAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.9

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+8.7%+12.2%+15.8%+3.6%−20.7%26.0%$379M2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · DWAS 2012 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

DWAS

Invesco Dorsey Wright SmallCap Momentum ETF · $379M$11,920

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

DFASMeasureDWAS

+17.0%Year to dateJan 1 → Nov 4+8.7%

+20.4%1 yearTotal return+12.2%

+19.3%3 years · per year$10,000 became $16,976 · $15,512+15.8%

+8.1%5 years · per year$10,000 became $14,758 · $11,920+3.6%

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

1.00%Trailing 12-mo yield$100 · $3 a year on $10k0.03%

−9.4%Worst dropSmaller is better−20.7%

15.3%VolatilityLower is calmer26.0%

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

8–0DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs DWAS: Top 5 Holdings

Today

DFAS

1.4%in top 5

DWAS

in top 57.8%

DFASStockDWAS

not top 5REPL1.9%

not top 5AMRX1.7%

not top 5ORKA1.5%

not top 5AAMI1.4%

not top 5VCTR1.3%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common8.9%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs DWAS Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

DWASInvesco

+3.6%

5 years, per year

DFASDWASFaded: behind in that period

4–0DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs IWF

YTD

DimensionalDFAS

+17.0%

IWFiShares

−0.1%

+17.0%Year to date−0.1%

−9.4%Worst drop · 1Y−15.6%

15.3%Volatility · 1Y18.3%

1.0%Yield0.4%

$34.7BAssets$120B

4–0DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, DWAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

DWAS0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, DWAS, IWF

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

IWF0.37%$37

DWAS0.03%$3

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, DWAS, IWF

Today

8.9%most shared, DFAS and DWAS

DFASDWASIWF

DFAS—8.9%1.4%

DWAS8.9%—0.1%

IWF1.4%0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

IWFWorst drop−15.6%18.3% vol

DWASWorst drop−20.7%26.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASDWAS

+17.0%Year to date+8.7%

1.0%Yield0.0%

+20.4%Past year+12.2%

0.30%Fee0.60%

4–0DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026