Compare · 3 funds side by side · dividends reinvested

DWAS, VUG and IWF

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, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.1

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%$385M2.5

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DWAS

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

DWASMeasureVUG

+3.2%Year to dateJan 1 → Nov 5+0.5%

+8.8%1 yearTotal return−0.6%

+13.5%3 years · per year$10,000 became $14,616 · $18,532+22.8%

+2.1%5 years · per year$10,000 became $11,068 · $16,052+9.9%

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

0.04%Trailing 12-mo yield$4 · $43 a year on $10k0.43%

−21.6%Worst dropSmaller is better−15.1%

26.4%VolatilityLower is calmer19.0%

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

2–6VUG 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 VUG: Top 5 Holdings

Today

DWAS

7.8%in top 5

VUG

in top 545.2%

DWASStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common0.0%

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

DWAS vs VUG Returns, Every Period

InvescoDWAS

+2.1%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

DWASVUGFaded: behind in that period

2–2Level

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

DWAS vs VUG

YTD

InvescoDWAS

+3.2%

VUGVanguard

+0.5%

+3.2%Year to date+0.5%

−21.6%Worst drop · 1Y−15.1%

26.4%Volatility · 1Y19.0%

0.0%Yield0.4%

$385MAssets$233B

3–1VUG wins

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

Cost, Income and Risk

Fees: DWAS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DWAS0.60%$60

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

Yields: DWAS, VUG, IWF

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

IWF0.39%$39

DWAS0.04%$4

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

DWAS$4 − $60 = −$56

KeptFee

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

Overlap: DWAS, VUG, IWF

Today

78.0%most shared, VUG and IWF

DWASVUGIWF

DWAS—0.0%0.1%

VUG0.0%—78.0%

IWF0.1%78.0%—

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

Return vs Bumpiness: 3 ETFs

+8.8%DWAS, at 26.4% volatility

VUGWorst drop−15.1%19.0% 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

VUGDWAS

+0.5%Year to date+3.2%

0.4%Yield0.0%

−0.6%Past year+8.8%

0.03%Fee0.60%

2–2level

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

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