Compare · 4 funds side by side · dividends reinvested

DFAS, DWAS, VUG and IJR

DFASDimensional×DWASInvesco×VUGVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

DFAS, DWAS, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+9.5%+17.2%+14.6%+2.5%−21.6%26.6%$376M3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · DWAS 2012 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

DWAS

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

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

DFASMeasureDWAS

+16.1%Year to dateJan 1 → Nov 9+9.5%

+20.9%1 yearTotal return+17.2%

+17.5%3 years · per year$10,000 became $16,239 · $15,048+14.6%

+7.0%5 years · per year$10,000 became $14,033 · $11,332+2.5%

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−21.6%

15.9%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 9, 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

1.3%in top 5

DWAS

in top 58.2%

DFASStockDWAS

not top 5REPL2.0%

not top 5AMRX1.7%

not top 5ORKA1.6%

not top 5ANRO1.5%

not top 5AAMI1.5%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common8.8%

End-of-day Nov 9, 2026 · share of each fund

DFAS vs DWAS Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

DWASInvesco

+2.5%

5 years, per year

DFASDWASFaded: behind in that period

4–0DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs IJR

YTD

DimensionalDFAS

+16.1%

IJRiShares

+18.9%

+16.1%Year to date+18.9%

−9.4%Worst drop · 1Y−9.7%

15.9%Volatility · 1Y16.4%

1.0%Yield1.2%

$34.7BAssets$107B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, DWAS, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAS0.30%$30

DWAS0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, DWAS, VUG, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAS1.00%$100

VUG0.41%$41

DWAS0.03%$3

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, DWAS, VUG, IJR

Today

34.5%most shared, DFAS and IJR

DFASDWASVUGIJR

DFAS—8.8%0.0%34.5%

DWAS8.8%—0.0%10.5%

VUG0.0%0.0%—0.0%

IJR34.5%10.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

DWASWorst drop−21.6%26.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAS

+18.9%Year to date+16.1%

1.2%Yield1.0%

+22.8%Past year+20.9%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026