Compare · 3 funds side by side · dividends reinvested

DFAS, DWAS and VO

DFASDimensional×DWASInvesco×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

DFAS, DWAS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B1.6

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.04%+3.2%+8.8%+13.5%+2.1%−21.6%26.4%$390M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · DWAS 2012 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright SmallCap Momentum ETF · $390M$11,068

DWAS

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,932

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

DWASMeasureDFAS

+3.2%Year to dateJan 1 → Nov 5+12.6%

+8.8%1 yearTotal return+17.3%

+13.5%3 years · per year$10,000 became $14,616 · $16,215+17.5%

+2.1%5 years · per year$10,000 became $11,068 · $13,932+6.9%

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

0.04%Trailing 12-mo yield$4 · $104 a year on $10k1.04%

−21.6%Worst dropSmaller is better−9.4%

26.4%VolatilityLower is calmer15.8%

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

0–8DFAS wins

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

More Ways to See the Pairs

DWAS vs DFAS: Top 5 Holdings

Today

DWAS

7.8%in top 5

DFAS

in top 51.4%

DWASStockDFAS

1.9%REPLnot top 5

1.6%AMRXnot top 5

1.6%ORKAnot top 5

1.4%AAMInot top 5

1.4%VCTRnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common8.8%

End-of-day Nov 5, 2026 · share of each fund

DWAS vs DFAS Returns, Every Period

InvescoDWAS

+2.1%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

DWASDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DWAS vs VO

YTD

InvescoDWAS

+3.2%

VOVanguard

+10.7%

+3.2%Year to date+10.7%

−21.6%Worst drop · 1Y−8.2%

26.4%Volatility · 1Y12.9%

0.0%Yield1.4%

$390MAssets$103B

4–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, DWAS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

DWAS0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, DWAS, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.04%$104

DWAS0.04%$4

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

DWAS$4 − $60 = −$56

KeptFee

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

Overlap: DFAS, DWAS, VO

Today

8.8%most shared, DFAS and DWAS

DFASDWASVO

DFAS—8.8%0.1%

DWAS8.8%—0.0%

VO0.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

DWASWorst drop−21.6%26.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+10.7%Year to date+12.6%

1.4%Yield1.0%

+12.4%Past year+17.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026