Compare · 3 funds side by side · dividends reinvested

DWAS, DFAS and VUG

DWASInvesco×DFASDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

DWAS, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+9.5%+17.2%+14.6%+2.5%−21.6%26.6%$376M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DWAS 2012 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

DWAS

Invesco Dorsey Wright SmallCap Momentum ETF · $376M$11,332

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureDWAS

+4.2%Year to dateJan 1 → Nov 9+9.5%

+4.7%1 yearTotal return+17.2%

+22.9%3 years · per year$10,000 became $18,569 · $15,048+14.6%

+10.6%5 years · per year$10,000 became $16,565 · $11,332+2.5%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

0.41%Trailing 12-mo yield$41 · $3 a year on $10k0.03%

−15.1%Worst dropSmaller is better−21.6%

19.1%VolatilityLower is calmer26.6%

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

6–2VUG wins

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

More Ways to See the Pairs

VUG vs DWAS: Top 5 Holdings

Today

VUG

45.2%in top 5

DWAS

in top 58.2%

VUGStockDWAS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5REPL2.0%

not top 5AMRX1.7%

not top 5ORKA1.6%

not top 5ANRO1.5%

not top 5AAMI1.5%

Held in common0.0%

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

VUG vs DWAS Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

DWASInvesco

+2.5%

5 years, per year

VUGDWASFaded: behind in that period

2–2Level

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

VUG vs DFAS

YTD

VanguardVUG

+4.2%

DFASDimensional

+16.1%

+4.2%Year to date+16.1%

−15.1%Worst drop · 1Y−9.4%

19.1%Volatility · 1Y15.9%

0.4%Yield1.0%

$233BAssets$33.7B

4–0DFAS wins

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

Cost, Income and Risk

Fees: DWAS, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

DWAS0.60%$60

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

Yields: DWAS, DFAS, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VUG0.41%$41

DWAS0.03%$3

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

DWAS$3 − $60 = −$57

KeptFee

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

Overlap: DWAS, DFAS, VUG

Today

8.8%most shared, DWAS and DFAS

DWASDFASVUG

DWAS—8.8%0.0%

DFAS8.8%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

DWASWorst drop−21.6%26.6% vol

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

Paid More vs Made More

YTD

DFASDWAS

+16.1%Year to date+9.5%

1.0%Yield0.0%

+20.9%Past year+17.2%

0.30%Fee0.60%

4–0DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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