Compare · 4 funds side by side · dividends reinvested

DWAS, DFAS, IWF and VO

DWASInvesco×DFASDimensional×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

DWAS, DFAS, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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%$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 6, 2026 · returns include dividends · since: DWAS 2012 · DFAS 1992 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$13,927

DFAS

DWAS

Invesco Dorsey Wright SmallCap Momentum ETF · $376M$11,194

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

DFASMeasureDWAS

+12.7%Year to dateJan 1 → Nov 6+5.3%

+15.9%1 yearTotal return+9.5%

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

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

0.30%Expense ratio$30 · $60 a year on $10k · lower is better0.60%

1.03%Trailing 12-mo yield$103 · $3 a year on $10k0.03%

−9.4%Worst dropSmaller is better−21.6%

15.7%VolatilityLower is calmer26.5%

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

8–0DFAS wins

End-of-day Nov 6, 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 58.0%

DFASStockDWAS

not top 5REPL1.9%

not top 5AMRX1.7%

not top 5ORKA1.6%

not top 5AAMI1.5%

not top 5VCTR1.4%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common8.8%

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

DFAS vs DWAS Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

DWASInvesco

+2.3%

5 years, per year

DFASDWASFaded: behind in that period

4–0DFAS wins

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

DFAS vs VO

YTD

DimensionalDFAS

+12.7%

VOVanguard

+10.6%

+12.7%Year to date+10.6%

−9.4%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y12.9%

1.0%Yield1.4%

$33.7BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: DWAS, DFAS, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

DWAS0.60%$60

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

Yields: DWAS, DFAS, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.03%$103

IWF0.39%$39

DWAS0.03%$3

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

DWAS$3 − $60 = −$57

KeptFee

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

Overlap: DWAS, DFAS, IWF, VO

Today

9.2%most shared, IWF and VO

DWASDFASIWFVO

DWAS—8.8%0.1%0.0%

DFAS8.8%—1.4%0.1%

IWF0.1%1.4%—9.2%

VO0.0%0.1%9.2%—

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

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

IWFWorst drop−14.6%19.4% 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

VODFAS

+10.6%Year to date+12.7%

1.4%Yield1.0%

+11.6%Past year+15.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026