Compare · 3 funds side by side · dividends reinvested

DWAS, DFAS and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DWAS, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+5.3%+9.5%+13.9%+2.3%−21.6%26.5%$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 6, 2026 · returns include dividends · since: DWAS 2012 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright SmallCap Momentum ETF · $390M$11,194

DWAS

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

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

DWASMeasureDFAS

+5.3%Year to dateJan 1 → Nov 6+12.7%

+9.5%1 yearTotal return+15.9%

+13.9%3 years · per year$10,000 became $14,769 · $16,130+17.3%

+2.3%5 years · per year$10,000 became $11,194 · $13,927+6.8%

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

0.03%Trailing 12-mo yield$3 · $103 a year on $10k1.03%

−21.6%Worst dropSmaller is better−9.4%

26.5%VolatilityLower is calmer15.7%

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

0–8DFAS wins

End-of-day Nov 6, 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

8.0%in top 5

DFAS

in top 51.3%

DWASStockDFAS

1.9%REPLnot top 5

1.7%AMRXnot top 5

1.6%ORKAnot top 5

1.5%AAMInot top 5

1.4%VCTRnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common8.8%

End-of-day Nov 6, 2026 · share of each fund

DWAS vs DFAS Returns, Every Period

InvescoDWAS

+2.3%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

DWASDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DWAS vs IJH

YTD

InvescoDWAS

+5.3%

IJHiShares

+9.5%

+5.3%Year to date+9.5%

−21.6%Worst drop · 1Y−8.8%

26.5%Volatility · 1Y15.5%

0.0%Yield1.3%

$390MAssets$121B

4–0IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DWAS, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

DWAS0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DWAS, DFAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.03%$103

DWAS0.03%$3

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DWAS, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

DWASDFASIJH

DWAS—8.8%3.5%

DFAS8.8%—40.7%

IJH3.5%40.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

DWASWorst drop−21.6%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+9.5%Year to date+12.7%

1.3%Yield1.0%

+12.9%Past year+15.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026