Compare · 3 funds side by side · dividends reinvested

IWM, DWAS and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IWM, DWAS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.0

Invesco Dorsey Wright SmallCap Momentum ETFUS Stock Styles · Small cap0.60%0.03%+5.3%+9.5%+13.9%+2.3%−21.6%26.5%$376M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · DWAS 2012 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

DWAS

Invesco Dorsey Wright SmallCap Momentum ETF · $376M$11,194

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

IWMMeasureDWAS

+11.9%Year to dateJan 1 → Nov 6+5.3%

+13.0%1 yearTotal return+9.5%

+19.6%3 years · per year$10,000 became $17,100 · $14,769+13.9%

+5.0%5 years · per year$10,000 became $12,766 · $11,194+2.3%

0.19%Expense ratio$19 · $60 a year on $10k · lower is better0.60%

1.00%Trailing 12-mo yield$100 · $3 a year on $10k0.03%

−11.1%Worst dropSmaller is better−21.6%

18.7%VolatilityLower is calmer26.5%

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

8–0IWM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs DWAS: Top 5 Holdings

Today

IWM

1.8%in top 5

DWAS

in top 58.0%

IWMStockDWAS

not top 5REPL1.9%

not top 5AMRX1.7%

not top 5ORKA1.6%

not top 5AAMI1.5%

not top 5VCTR1.4%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common14.5%

End-of-day Nov 6, 2026 · share of each fund

IWM vs DWAS Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

DWASInvesco

+2.3%

5 years, per year

IWMDWASFaded: behind in that period

4–0IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWM vs VTV

YTD

iSharesIWM

+11.9%

VTVVanguard

+18.5%

+11.9%Year to date+18.5%

−11.1%Worst drop · 1Y−6.4%

18.7%Volatility · 1Y10.7%

1.0%Yield1.9%

$76.6BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, DWAS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

DWAS0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWM, DWAS, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWM1.00%$100

DWAS0.03%$3

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

DWAS$3 − $60 = −$57

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWM, DWAS, VTV

Today

14.5%most shared, IWM and DWAS

IWMDWASVTV

IWM—14.5%0.0%

DWAS14.5%—0.0%

VTV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWMWorst drop−11.1%18.7% vol

DWASWorst drop−21.6%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWM

+18.5%Year to date+11.9%

1.9%Yield1.0%

+22.9%Past year+13.0%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026