Compare DUSG and MCOW

DUSG and MCOW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Growth Portfolio: ETF Class SharesUS Stock Styles · Small cap0.33%0.28%[…][…][…][…][…][…]$1.9B1.0

Pacer Funds Trust - Pacer S&P MidCap 400 Quality FCF Aristocrats ETFUS Stock Styles · Mid cap0.49%0.25%+14.8%+13.5%[…][…]−13.9%17.5%$1M1.3

Rank among the two1st → 2ndFee, 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: DUSG 2012 · MCOW 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Growth Portfolio: ETF Class Shares · $1.9B[…]

DUSG

MCOW

Pacer Funds Trust - Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · $1M[…]

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

DUSGMeasureMCOW

[…]Year to dateJan 1 → Nov 9+14.8%

[…]1 yearTotal return+13.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $49 a year on $10k · lower is better0.49%

0.28%Trailing 12-mo yield$28 · $25 a year on $10k0.25%

[…]Worst dropSmaller is better−13.9%

[…]VolatilityLower is calmer17.5%

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

2–0DUSG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DUSG vs MCOW: Top 5 Holdings

Today

DUSG

3.7%in top 5

MCOW

in top 521.2%

DUSGStockMCOW

0.7%MANH4.6%

not top 5DOCU4.6%

not top 5MEDP4.5%

not top 5EXEL3.8%

not top 5LSCC3.6%

0.8%CCKnot top 5

0.8%ALLEnot top 5

0.7%BJnot top 5

0.7%EHCnot top 5

Held in common18.9%

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

DUSG vs MCOW Returns, Every Period

1Y

DimensionalDUSG

[…]

past year

MCOWPacer

+13.5%

past year

Returns […]

DUSGMCOWFaded: behind in that period

0–0Level

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

DUSG vs MCOW

YTD

DimensionalDUSG

[…]

MCOWPacer

+14.8%

[…]Year to date+14.8%

[…]Worst drop · 1Y−13.9%

[…]Volatility · 1Y17.5%

0.3%Yield0.2%

$1.9BAssets$1.1M

1–0DUSG wins

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

Cost, Income and Risk

Fees: DUSG, MCOW

Today

0.33%lowest, DUSG

FundExpense ratioFee$10k

DUSG0.33%$33

MCOW0.49%$49

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

Yields: DUSG, MCOW

1Y

0.28%highest, DUSG

FundTrailing yieldYield$10k

DUSG0.28%$28

MCOW0.25%$25

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

Income After Fees on $10,000

1Y

−$5most kept, DUSG

DUSG$28 − $33 = −$5

MCOW$25 − $49 = −$24

KeptFee

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

Overlap: DUSG, MCOW

Today

18.9%most shared, DUSG and MCOW

DUSGMCOW

DUSG—18.9%

MCOW18.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.5%MCOW, at 17.5% volatility

MCOWWorst drop−13.9%17.5% vol

DUSGWorst drop[…][…]

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

Paid More vs Made More

YTD

DUSGMCOW

[…]Year to date+14.8%

0.3%Yield0.2%

[…]Past year+13.5%

0.33%Fee0.49%

2–0DUSG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026