Compare · 3 funds side by side · dividends reinvested

DWAS, VUG and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,481SPY · best of the three

Story of the three · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the three · RiskSmallest drop

DWAS, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.0

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+10.6%+14.9%+14.6%+2.5%−21.6%26.5%$391M2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DWAS 2012 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright SmallCap Momentum ETF · $391M$11,296

DWAS

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

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

DWASMeasure

More Ways to See the Pairs

DWAS vs VUG: Top 5 Holdings

Today

DWAS

8.6%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 5AVGO

Cost, Income and Risk

Fees: DWAS, VUG, SPY

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

DWAS0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DWAS, VUG, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

VUG

+10.6%Year to dateJan 1 → Nov 11+5.1%

+14.9%1 yearTotal return+3.6%

+14.6%3 years · per year$10,000 became $15,039 · $18,430+22.6%

+2.5%5 years · per year$10,000 became $11,296 · $16,557+10.6%

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

0.03%Trailing 12-mo yield$3 · $41 a year on $10k0.41%

−21.6%Worst dropSmaller is better−15.1%

26.5%VolatilityLower is calmer19.1%

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

2–6VUG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.1%REPLnot top 5

1.7%AMRXnot top 5

1.7%ORKAnot top 5

1.6%ANROnot top 5

1.5%AAMInot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DWAS vs VUG Returns, Every Period

5Y

InvescoDWAS

+2.5%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

DWASVUGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DWAS vs SPY

YTD

InvescoDWAS

+10.6%

SPYSPDR

+12.3%

+10.6%Year to date+12.3%

−21.6%Worst drop · 1Y−8.9%

26.5%Volatility · 1Y13.7%

0.0%Yield1.0%

$391MAssets$793B

4–0SPY wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.00%highest, SPY

FundTrailing yieldYield$10k

SPY1.00%$100

VUG0.41%$41

DWAS0.03%$3

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

VUG$41 − $3 = $38

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DWAS, VUG, SPY

Today

55.0%most shared, VUG and SPY

DWASVUGSPY

DWAS—0.0%0.0%

VUG0.0%—55.0%

SPY0.0%55.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.9%DWAS, at 26.5% volatility

SPYWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

DWASWorst drop−21.6%26.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYDWAS

+12.3%Year to date+10.6%

1.0%Yield0.0%

+12.7%Past year+14.9%

0.09%Fee0.60%

3–1SPY wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DWAS, VUG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three