Compare · 3 funds side by side · dividends reinvested

DWAS, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

DWAS, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

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%$385M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: DWAS 2012 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DWAS

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

DWASMeasureIWM

+3.2%Year to dateJan 1 → Nov 5+10.8%

+8.8%1 yearTotal return+13.5%

+13.5%3 years · per year$10,000 became $14,616 · $17,029+19.4%

+2.1%5 years · per year$10,000 became $11,068 · $12,637+4.8%

0.60%Expense ratio$60 · $19 a year on $10k · lower is better0.19%

0.04%Trailing 12-mo yield$4 · $101 a year on $10k1.01%

−21.6%Worst dropSmaller is better−11.1%

26.4%VolatilityLower is calmer18.7%

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

0–8IWM 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 IWM: Top 5 Holdings

Today

DWAS

7.8%in top 5

IWM

in top 51.8%

DWASStockIWM

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 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common14.6%

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

DWAS vs IWM Returns, Every Period

InvescoDWAS

+2.1%

5 years, per year

IWMiShares

+4.8%

5 years, per year

DWASIWMFaded: behind in that period

0–4IWM wins

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

DWAS vs IWM

YTD

InvescoDWAS

+3.2%

IWMiShares

+10.8%

+3.2%Year to date+10.8%

−21.6%Worst drop · 1Y−11.1%

26.4%Volatility · 1Y18.7%

0.0%Yield1.0%

$385MAssets$77.4B

4–0IWM wins

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

Cost, Income and Risk

Fees: DWAS, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

DWAS0.60%$60

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

Yields: DWAS, IWM, VUG

1.01%highest, IWM

FundTrailing yieldYield$10k

IWM1.01%$101

VUG0.43%$43

DWAS0.04%$4

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

DWAS$4 − $60 = −$56

KeptFee

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

Overlap: DWAS, IWM, VUG

Today

14.6%most shared, DWAS and IWM

DWASIWMVUG

DWAS—14.6%0.0%

IWM14.6%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IWM, at 18.7% volatility

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% 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

IWMDWAS

+10.8%Year to date+3.2%

1.0%Yield0.0%

+13.5%Past year+8.8%

0.19%Fee0.60%

4–0IWM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

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