Compare · 4 funds side by side · dividends reinvested

DWAS, DFAS, IWF and VUG

DWASInvesco×DFASDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DWAS, DFAS, IWF and VUG, 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%$33.8B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

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%$390M3.5

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 · VUG 2004

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 DFAS

YTD

InvescoDWAS

+5.3%

DFASDimensional

+12.7%

+5.3%Year to date+12.7%

−21.6%Worst drop · 1Y−9.4%

26.5%Volatility · 1Y15.7%

0.0%Yield1.0%

$390MAssets$33.8B

4–0DFAS wins

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

Cost, Income and Risk

Fees: DWAS, DFAS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

VUG0.42%$42

IWF0.39%$39

DWAS0.03%$3

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

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, VUG

Today

78.0%most shared, IWF and VUG

DWASDFASIWFVUG

DWAS—8.8%0.1%0.0%

DFAS8.8%—1.4%0.0%

IWF0.1%1.4%—78.0%

VUG0.0%0.0%78.0%—

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

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% 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

DFASDWAS

+12.7%Year to date+5.3%

1.0%Yield0.0%

+15.9%Past year+9.5%

0.30%Fee0.60%

4–0DFAS wins

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026