Compare · 3 funds side by side · dividends reinvested

DFAS, DWAS and VUG

DFASDimensional×DWASInvesco×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

DFAS, DWAS and VUG, 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%$35.2B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

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%$385M2.8

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright SmallCap Momentum ETF · $385M$11,920

DWAS

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

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

DWASMeasureDFAS

+8.7%Year to dateJan 1 → Nov 4+17.0%

+12.2%1 yearTotal return+20.4%

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

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

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

0.03%Trailing 12-mo yield$3 · $100 a year on $10k1.00%

−20.7%Worst dropSmaller is better−9.4%

26.0%VolatilityLower is calmer15.3%

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

0–8DFAS wins

End-of-day Nov 4, 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

1.7%AMRXnot top 5

1.5%ORKAnot top 5

1.4%AAMInot top 5

1.3%VCTRnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common8.9%

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

DWAS vs DFAS Returns, Every Period

InvescoDWAS

+3.6%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

DWASDFASFaded: behind in that period

0–4DFAS wins

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

DWAS vs DFAS

YTD

InvescoDWAS

+8.7%

DFASDimensional

+17.0%

+8.7%Year to date+17.0%

−20.7%Worst drop · 1Y−9.4%

26.0%Volatility · 1Y15.3%

0.0%Yield1.0%

$385MAssets$35.2B

4–0DFAS wins

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

Cost, Income and Risk

Fees: DFAS, DWAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

DWAS0.60%$60

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

Yields: DFAS, DWAS, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VUG0.40%$40

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

VUG$40 − $3 = $37

DWAS$3 − $60 = −$57

KeptFee

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

Overlap: DFAS, DWAS, VUG

Today

8.9%most shared, DFAS and DWAS

DFASDWASVUG

DFAS—8.9%0.0%

DWAS8.9%—0.0%

VUG0.0%0.0%—

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

VUGWorst drop−16.1%18.2% 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026