Compare · 2 funds side by side · dividends reinvested

DWAS and IJH

DWASInvesco×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

DWAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$125B1.0

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.04%+3.2%+8.8%+13.5%+2.1%−21.6%26.4%$385M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DWAS 2012 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright SmallCap Momentum ETF · $385M$11,068

DWAS

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

DWASMeasureIJH

+3.2%Year to dateJan 1 → Nov 5+9.5%

+8.8%1 yearTotal return+12.9%

+13.5%3 years · per year$10,000 became $14,616 · $15,806+16.5%

+2.1%5 years · per year$10,000 became $11,068 · $13,830+6.7%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

0.04%Trailing 12-mo yield$4 · $126 a year on $10k1.26%

−21.6%Worst dropSmaller is better−8.8%

26.4%VolatilityLower is calmer15.5%

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

0–8IJH wins

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

More Ways to See the Pairs

DWAS vs IJH: Top 5 Holdings

Today

DWAS

7.8%in top 5

IJH

in top 53.5%

DWASStockIJH

1.9%REPLnot top 5

1.6%AMRXnot top 5

1.6%ORKAnot top 5

1.4%AAMInot top 5

1.4%VCTRnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common3.7%

End-of-day Nov 5, 2026 · share of each fund

DWAS vs IJH Returns, Every Period

InvescoDWAS

+2.1%

5 years, per year

IJHiShares

+6.7%

5 years, per year

DWASIJHFaded: behind in that period

0–4IJH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DWAS vs IJH

YTD

InvescoDWAS

+3.2%

IJHiShares

+9.5%

+3.2%Year to date+9.5%

−21.6%Worst drop · 1Y−8.8%

26.4%Volatility · 1Y15.5%

0.0%Yield1.3%

$385MAssets$125B

4–0IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DWAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DWAS0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DWAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DWAS0.04%$4

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DWAS$4 − $60 = −$56

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DWAS, IJH

Today

3.7%most shared, DWAS and IJH

DWASIJH

DWAS—3.7%

IJH3.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

DWASWorst drop−21.6%26.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDWAS

+9.5%Year to date+3.2%

1.3%Yield0.0%

+12.9%Past year+8.8%

0.05%Fee0.60%

4–0IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026