Compare · 3 funds side by side · dividends reinvested

DWAS, VO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

DWAS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.0

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%$390M2.8

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 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright SmallCap Momentum ETF · $390M$11,068

DWAS

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

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

DWASMeasureVO

+3.2%Year to dateJan 1 → Nov 5+10.7%

+8.8%1 yearTotal return+12.4%

+13.5%3 years · per year$10,000 became $14,616 · $16,795+18.9%

+2.1%5 years · per year$10,000 became $11,068 · $13,616+6.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.04%Trailing 12-mo yield$4 · $139 a year on $10k1.39%

−21.6%Worst dropSmaller is better−8.2%

26.4%VolatilityLower is calmer12.9%

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

0–8VO 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 VO: Top 5 Holdings

Today

DWAS

7.8%in top 5

in top 55.3%

DWASStockVO

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 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

DWAS vs VO Returns, Every Period

InvescoDWAS

+2.1%

5 years, per year

VOVanguard

+6.4%

5 years, per year

DWASVOFaded: behind in that period

0–4VO wins

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

DWAS vs VO

YTD

InvescoDWAS

+3.2%

VOVanguard

+10.7%

+3.2%Year to date+10.7%

−21.6%Worst drop · 1Y−8.2%

26.4%Volatility · 1Y12.9%

0.0%Yield1.4%

$390MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: DWAS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DWAS0.60%$60

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

Yields: DWAS, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWF0.39%$39

DWAS0.04%$4

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

DWAS$4 − $60 = −$56

KeptFee

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

Overlap: DWAS, VO, IWF

Today

9.2%most shared, VO and IWF

DWASVOIWF

DWAS—0.0%0.1%

VO0.0%—9.2%

IWF0.1%9.2%—

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

Return vs Bumpiness: 3 ETFs

+12.4%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.3% 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

VODWAS

+10.7%Year to date+3.2%

1.4%Yield0.0%

+12.4%Past year+8.8%

0.03%Fee0.60%

4–0VO 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$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026