Compare · 3 funds side by side · dividends reinvested

IWM, DWAS 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

IWM, DWAS 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: IWM 2000 · DWAS 2012 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

DWAS

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

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

IWMMeasureDWAS

+10.8%Year to dateJan 1 → Nov 5+3.2%

+13.5%1 yearTotal return+8.8%

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

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

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

1.01%Trailing 12-mo yield$101 · $4 a year on $10k0.04%

−11.1%Worst dropSmaller is better−21.6%

18.7%VolatilityLower is calmer26.4%

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

8–0IWM wins

End-of-day Nov 5, 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 57.8%

IWMStockDWAS

not top 5REPL1.9%

not top 5AMRX1.6%

not top 5ORKA1.6%

not top 5AAMI1.4%

not top 5VCTR1.4%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common14.6%

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

IWM vs DWAS Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

DWASInvesco

+2.1%

5 years, per year

IWMDWASFaded: behind in that period

4–0IWM wins

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

IWM vs VUG

YTD

iSharesIWM

+10.8%

VUGVanguard

+0.5%

+10.8%Year to date+0.5%

−11.1%Worst drop · 1Y−15.1%

18.7%Volatility · 1Y19.0%

1.0%Yield0.4%

$77.4BAssets$233B

4–0IWM wins

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

Cost, Income and Risk

Fees: IWM, DWAS, 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: IWM, DWAS, 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: IWM, DWAS, VUG

Today

14.6%most shared, IWM and DWAS

IWMDWASVUG

IWM—14.6%0.0%

DWAS14.6%—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